For Canadians wintering in the Valley, Americans with Canadian ties, and dual citizens across Scottsdale and Greater Phoenix — fee-only, fiduciary planning built for life on both sides of the 49th.
Scottsdale and Greater Phoenix are among the most popular landing spots in the United States for Canadian snowbirds and cross-border families — and few financial questions are as tangled as the ones that come with a foot in each country. How many days can you spend in Arizona before the IRS considers you a U.S. resident? What happens to your RRSP, your TFSA, or your Canadian pensions once you’re here? How should the Arizona property be owned?
From our Scottsdale office on East Shea Boulevard, we help residents of the Valley answer exactly those questions — coordinating tax, retirement, investments, and estate planning across the Canada–U.S. border. As a fee-only, fiduciary firm, we never sell products or take commissions; our only job is your plan.
And because our founder has personally crossed the 49th parallel and back, the advice comes with a real understanding of what the move actually feels like — not just what the tax forms say.
Every service we offer is designed around the Canada–U.S. border — available to clients across Scottsdale and the wider Phoenix metro.