Transition Financial Advisors Group, Inc.

Welcome and thank-you for your interest in Transition Financial Advisors Group, Inc.! Established in 2001, we are the worlds first cross border financial advisory firm dedicated to meet all of your financial needs, whether in Canada or the US, all under one roof. We can:

• Plan and prepare your Canadian and US tax returns ensuring they are coordinated to optimize your overall tax situation
• Manage a coordinated portfolio of investments with accounts located in Canada or the US and in either currency all presented on one statement in the currency of your choice to allow you to track your retirement goals
• Help you design an estate plan for heirs living in either country, while mitigating your estate tax obligations in both countries
• Coordinate all of the above to help you achieve the cross border lifestyle you desire
• Provide experts who are renowned authors and speakers, who lived a Canada/ US lifestyle themselves and have credentials in both Canada and the US
• Serve you through technology no matter where you live

What Makes Us Different?

As you may have come to realize, information on Canada/ US tax and financial matters is in short supply, never mind trying to find a qualified professional in your local area. The reason is the government authorities barely know it, there is no school to learn it and it takes Canada/ US transition planners 5+ years to develop through on the job experience. Further, it is even more rare  that these advisors have lived in Canada and the US to build up their own personal experiences and expertise on both sides of the border. At Transition Financial Advisors Group, Inc. we have all of this and have been doing it since 2001. Here are some other reasons why we stand out from any other Canada/ US transition planners:

1. One Stop Services
   Tax planning and preparation, managing stranded investments in Canada and the US or estate plans we can service all your financial needs under one roof.
2. Personal Approach
   We get to know you as an individual and understand your personal situation and then we build a plan that is reflective of your unique situation that best suits your distinct needs.
3. Direct Access to the Experts
   Talk directly with an experienced, qualified expert who is committed to a high level of service and has a thorough understanding of your financial situation.
4. People That Live It
   Our transition planners work and live in both Canada and the US, we have unique credentials and insights to help you every step of the way.
5. Our Transition Experience
   At Transition Financial Advisors, Inc., we have perfected a unique, comprehensive planning process that ensures we cover all the details. You will have piece of mind knowing everything has been reviewed in detail, so you can move forward with your transition.
6. Our Network
   We have a large network of professionals across Canada and the US who are ready to advise on any situation.

Discover The Difference

Canada/US Investment Solutions

Transition Financial Advisors Group, Inc. is the only wealth management firm that can provide a comprehensive solution for those with investments located in both Canada and the US, all under one roof. This gives you the utmost in convenience when dealing with the complexities of investments located in both countries, in different currencies, by coordinating and presenting it to you on one statement in the currency of your choice. Our approach to investing is grounded in the research that comes out of the institutional world where billions are managed. Through our institutional partners, TD Ameritrade in the US and NBIN in Canada, we deliver an institutional investment solution to the retail investor. Our expert, unbiased advice is coordinated with your tax, financial and estate plans to further optimize the use of your foreign tax credits and meet your retirement goals while giving you peace of mind in turbulent times. In addition, our institutional relationships allow us to provide the highest level of asset protection for you, while assisting you with the complexities of assets stranded on either side of the border.

• Manage your RRSP’s/ RRIF’s/ LIRA’s in Canada while living in the US
• Manage your IRA’s, 401(k)’s in the US while living in Canada

Get To Know Our Services

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