by Brian Wruk | Aug 5, 2021
Transition Financial Advisors Group, Inc. – Client Relationship Summary Item 1 – Introduction Transition Financial Advisors Group, Inc. (“Transition”, “we” or “us”) is registered with the Securities Exchange Commission (“SEC”) as a Registered Investment Adviser...
by Brian Wruk | Jul 6, 2021
Overview of Client Focused Reforms and Conflicts of Interest Disclosures The Canadian securities regulators are enhancing their rules to better support your interests as a client. These enhanced rules are based on the fundamental concept that your interests must...
by Brian Wruk | Jul 20, 2020
The American in Canada – 2nd Edition Book takes our own personal experiences making the transition from the US to Canada, coupled with our years of experience helping others. Endorsements “Brian Wruk provides a clear understanding of issues from renouncing...
by Brian Wruk | Jun 24, 2020
One of the common mistakes we see when people move across the Canada/US border is the use of two accountants. Typically, when a client moves from one country to the other, they retain the accountant that served them all those years in their home country. Once they...
by Brian Wruk | Jun 24, 2020
From July of 2014 to February of 2015 the Canada/US currency exchange rate plummeted from 1C$=U$0.94 to U$0.79 with the rapid drop in oil prices . . . a decline of 16% in just eight months. The carnage continued as the Canadian loonie bottomed out at U$0.69 in January...
