Helpful Links and Free Guides for Cross-Border Financial Planning

Helpful Resources for Your Cross-Border Financial Journey

Navigating the complexities of financial planning between Canada and the U.S. requires reliable guidance and the right tools. Whether you’re looking for cross-border tax information, retirement planning resources, investment data, or regulatory insights, this collection of links will provide you with trusted sources to help you make informed decisions. These resources are tailored to the unique financial needs of individuals and families managing assets, investments, and wealth across both countries. Explore the links below to support your financial goals with confidence.

UNITED STATES

Canada

Free Downloads & Guides

These free guides and checklists are built specifically for Canadians and Americans navigating life between two countries. Each resource is practical, plain-language, and written by Lucas Wennersten, CFP® (US & Canada), CFA — one of the only advisors in North America registered and qualified in both countries.

FREE GUIDE — The Canadian Snowbird’s 2026 US Stay Checklist

 

The complete practical guide for Canadians spending extended time in the United States — covering the 182-day rule, the IRS Substantial Presence Test, Form 8840, CBSA entry requirements, and everything you need to manage before, during, and after your 182 days.

49thparallelwealthmanagement.com/snowbird-us-stay-checklist/ Free download.


FREE GUIDE — The American’s 2026 Canada Relocation Checklist

 

 Everything Americans need to know before, during, and after moving to Canada — including IRS worldwide taxation obligations that do not stop at the border, FBAR and FATCA requirements, the TFSA trap, Bill C-3 citizenship implications, the three-month healthcare gap, and the full annual filing stack.

49thparallelwealthmanagement.com/american-canada-relocation-checklist/ Free download.