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Form T1135 Template
2025 Canada Check List
One Big Beautiful Bill Act (OBBBA)
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2026 Income Tax Calendar

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  • PDF Download: Five things you need to know as an American in Canada

U.S. Immigration

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U.S. Access Direct Immigration provides a free customized consultation leading to your immigration solution.

Canadian Immigration

Business and personal immigration to Canada is handled by Best Place Immigration under the direction of Ron Liberman. This site contains a wealth of information on all aspects of immigration to Canada. Ron also moderates a discussion forum jointly with our firm.

Cross Border Investment Advisors:

The following firms or individuals have indicated that they deal with investment situations for Americans living in Canada or Canadians living in the United States.

  1. We have been in consultation with Darrell Thompson, Portfoio Manager/ Registered Representative with Canaccord Genuity Wealth Management (USA) Inc. concerning a variety of issues facing cross border clients.  Darrell and his firm are registered both in Canada and the U.S., and therefore can provide unique insight into the issues facing U.S. citizens in Canada, as well as those facing Canadians who move to the U.S.  Darrell provides advice regarding cross border investing, RRSP and IRA management, PFIC compliant investing and other issues which are likely to arise under the new IRS FATCA rules.  Darrell Thompson can be reached at (800) 382-9280.
     
  2. As an Investment Advisor with RBC Dominion Securities, Geoff Hartley specializes in working with "cross-border" clients.  As an American who has moved to Canada, you may find it overwhelming to navigate the many complex financial, tax and investment planning considerations.  Geoff has an extensive income tax background with many years of experience working with Americans in Canada and individuals considering a potential cross-border move.  Here is a list of the Five things you need to know as an American in Canada.  To learn more about investing and wealth management in light of your cross-border needs, contact Geoff at 416-842-3573.
     
  3. Naveen Gopal, with Pacifica Partners Capital Management Inc., Suite 213-5455 152 Street, Surrey, BC V3S 5A51(877)576-8908 is licensed as a Portfolio Manager in Canada and as an Registered Investment Advisor in the USA. Pacifica specializes in Cross-border Wealth Management, and manages (for example) IRAs for US expatriates in Canada, as well as RRSPs for Canadian expatriates in the USA (any state). They conduct regular seminars and webinars, and have published Moving to Canada and Moving to the U.S. guides for expatriates or cross-border investors. They write an investment column for the Financial Post.

Testimonials

Thx Mark and it’s great to be working with you and your team again this year.  We really appreciate your knowledge and guidance as we navigate the Canadian and US tax system over the last couple years.  You and your team are our go trusted accountants and we appreciate all that you do.
 
EH, St Petersburg, FL, 3/6/2026
I'm relieved that my taxes for this year are done.  I appreciate you doing my returns very expeditiously. 
 
FA, Stratford, ON, 3/6/2026
I do want to make sure to say I've had an extremely positive experience. International taxes are extremely complicated, especially given my unstructured investment portfolio, and I would not know where to begin. The help (especially with my mother's final taxes) has been greatly appreciated.
 
JJ, Orleans, ON, 3/6/2026
Thank you for being so clear! Again, thank you for your patience :)
 
AN, Buffalo, NY, 3/5/2026
Again, thank you so much for your diligence on all of this, really appreciated!!!!
 
MH, Montreal, QC, 2/28/2026
Thx Mark and it’s great to be working with you and your team again this year.  We really appreciate your knowledge and guidance as we navigate the Canadian and US tax system over the last couple years.  You and your team are our go trusted accountants and we appreciate all that you do.
 
EH, St Petersburg, FL, 3/6/2026
I'm relieved that my taxes for this year are done.  I appreciate you doing my returns very expeditiously. 
 
FA, Stratford, ON, 3/6/2026
I do want to make sure to say I've had an extremely positive experience. International taxes are extremely complicated, especially given my unstructured investment portfolio, and I would not know where to begin. The help (especially with my mother's final taxes) has been greatly appreciated.
 
JJ, Orleans, ON, 3/6/2026
Thank you for being so clear! Again, thank you for your patience :)
 
AN, Buffalo, NY, 3/5/2026
Again, thank you so much for your diligence on all of this, really appreciated!!!!
 
MH, Montreal, QC, 2/28/2026
Thx Mark and it’s great to be working with you and your team again this year.  We really appreciate your knowledge and guidance as we navigate the Canadian and US tax system over the last couple years.  You and your team are our go trusted accountants and we appreciate all that you do.
 
EH, St Petersburg, FL, 3/6/2026
I'm relieved that my taxes for this year are done.  I appreciate you doing my returns very expeditiously. 
 
FA, Stratford, ON, 3/6/2026
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