Freedom
US Canadian Puzzle Piece

We protect your assets and family with expert and customized cross-border tax, financial planning and investment management services so that you can realize your dream of a Canada-US lifestyle.

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Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?