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There can be some serious pitfalls for Canadians or Americans who are moving across the border and don’t plan ahead.

This week’s video is a simple breakdown of the three main things anybody moving from the USA to Canada needs to be prepared for in advance.

The better prepared you are, the easier this transition will be. In fact, we believe that your cross-border financial transition should be the easiest part of your entire move.

If there are any questions you’d like to see answered in a video, please let us know. We love sharing our knowledge and resources.

For complex questions, please also refer to the extensive resources we have in our Knowledge Centre. You’ll find the link to that resource centre at the top of our website’s home page.


Want to get clear on how to manage your 401k in Canada?
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Retiring from the US to Canada?
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Learn everything you need to know about RRSPs here:

Planning a cross-border move from the US to Canada (or vice versa)?
Get free tips you won’t find anywhere else:

Roth IRA in Canada
Read the definitive guide:


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