Through Wellington-Altus USA Inc. (WAUSA), a Registered Investment Advisor with the Securities and Exchange Commission, we can provide integrated investment management solutions designed for clients with financial interests in both Canada and the United States.
Helping Canadians and Americans navigate their financial lives on both sides of the border.
Whether you’re relocating, retiring abroad, managing inherited assets, or maintaining investment accounts in both Canada and the United States, our team provides guidance designed to simplify the complexities of cross-border wealth management.
Many U.S. broker-dealers are unable to advise clients on their 401(k) or IRA accounts once they become non-residents. Through WAUSA, we can assist with the management of U.S.-domiciled retirement accounts, including 401(k) rollovers, IRAs resulting from employment earnings, and inherited IRAs where a Canadian resident is named a beneficiary.
Cross-border financial planning often involves additional considerations, particularly when Canadian-registered accounts such as RRSPs, TFSAs, and taxable investment portfolios are involved. Dual citizenship and residency changes can create complex tax and investment planning challenges that require specialized expertise.
With over 11 years of experience supporting clients with cross-border planning and portfolio management needs, our team provides coordinated guidance designed to help clients manage assets and retirement savings on both sides of the border.
Examples of cross-border situations we assist with include:
Our team can assist with:
