Snowbirds Cross-Border Wealth Management is an independent financial advisory group within Raymond James Ltd.
Proudly serving clients throughout Canada and the United States.
Americans Moving to Canada
Helping Americans relocating to Canada simplify cross-border tax and investment planning before they move, so their wealth strategy works on both sides of the border.
Canadians Moving to the United States
From RRSPs and TFSAs to brokerage accounts and pension income, we help Canadians build a cross-border financial plan that protects their wealth before and after a move to the U.S.
Canadians Inheriting U.S. Assets
We help Canadian beneficiaries inheriting U.S. retirement accounts and assets navigate the cross-border tax rules so the inheritance isn't eroded by avoidable mistakes.
Physicians Moving to Canada
Cross-border wealth planning for physicians moving to Canada, with expertise in retirement accounts, deferred compensation, and tax-efficient transitions.
Why Moving a 401(k) to a RRSP Isn’t Always Tax-Neutral
For Canadians returning home after working in the United States, few financial decisions feel as urgent as what to do with a former employer’s 401(k).
Case Study: The Miller Family's Cross-Border Financial Journey
How one dual-resident couple navigated the complexities of U.S.-Canada tax law to protect their wealth and simplify their financial future.
The PFIC Trap: How U.S. Tax Rules Can Punish Canadian Investors
Few areas of cross-border financial planning are as misunderstood as the Passive Foreign Investment Company rules.