For those navigating a cross-border situation, it is difficult to locate an advisor who is authorized to provide financial advice on both sides of the border. Firms must understand the taxable impact and take into account regulations and cross-border assets.  The ideal strategy is to utilize a financial and tax planner to understand and manage assets on both sides of the border under one unified strategy.

Unified Financial Planning Strategies Across North America

At Efficient Wealth Management, one of our main specialties is providing cross-border and expatriate financial and tax planning solutions. With each client, we offer customized tax, financial and investment planning advice to fit their unique needs. Our team provides services in Canada, the United States and Mexico.

Through Tactex Asset Management in Canada and EWM Advisory in the state of New York, we provide a gateway to investment management for U.S. and Canadian held assets in addition to financial, tax and cross border planning.

Whether for professional or personal reasons, permanent or temporary residence, we can assist:

  • Canadians retiring in the United States and Americans retiring in Canada
  • US citizens living or working Canada
  • Canadians returning to Canada and Americans returning to the United States
  • those who have a US tax filing requirement
  • Canadians and Americans residing in Mexico

Contact us today to discuss how we can assist you with your particular situation.

  • This field is for validation purposes and should be left unchanged.

Start typing and press Enter to search

Your browser is out-of-date!

Update your browser to view this website correctly. Update my browser now