A growing set of interactive calculators and checks for life between Canada and the U.S. — run the numbers on residency, taxes, retirement, currency, and more. No sign-up required.
Each tool is a fast, plain-language starting point. When you want the full picture, every one of them links to a conversation.
Count your weighted U.S. days against the 183-day test and see if you may be a U.S. tax resident.
Try it →Pick where you live and a type of income or asset to see how the Canada–U.S. treaty generally treats it.
Try it →See whether each of your accounts is better held in Canadian or U.S. dollars — and why.
Try it →Estimate your advisory fee against our real, published schedule — comprehensive or management-only.
Try it →Project annual income from CPP, OAS, Social Security, and your accounts in both countries.
Try it →Project an RESP or 529 over time — including the RESP’s government grant — from a monthly amount.
Try it →Five questions to flag U.S. estate tax, double probate, and document gaps before they become problems.
Try it →Surface the protection gaps that catch people most often, across six areas of your plan.
Try it →A quick read on where your plan is strong and where the gaps are when life spans two countries.
Try it →Tell us what’s on your mind and see the services a coordinated plan would bring together.
Try it →Five quick questions on whether your current setup is really built for both countries.
Try it →Six questions on RRSP/RRIF timing, CPP & OAS, the OAS clawback, and the decisions Canadians most often miss.
Try it →See which accounts — RRSP, TFSA, RESP, FHSA, non-registered — should do the work, with cross-border flags.
Try it →Every tool here is educational — a starting point, not tax, legal, or investment advice. The right answer always depends on your full situation, which is exactly what a conversation is for.