Financial Planning

My specialties are Canadian and U.S. taxation, and more narrowly Canadian and U.S. international taxation. Occasionally I am asked by clients about financial planning in other areas such as investments, insurance, and estate planning. Inevitably all areas of financial planning are interconnected, not the least of which is tax planning. Hence, I am a proponent of an integrated approach to managing one’s financial affairs, although I limit my own services to taxation.

Many clients like the idea of working with a CPA firm for some or most of their financial planning needs. I tell them about a firm of CPAs with which I am affiliated that provides integrated financial planning services. It is a firm that is based in Canada and, through their proper licensing in both Canada and the U.S., serves clients in both countries. The scope of their services includes:

  • Investment portfolio management
  • Risk management and insurance implementation
  • Business succession planning
  • Retirement and succession planning
  • Trustee and estate administration
  • Will & Power of Attorney Implementation

If you would like more information, please contact me.