Your Financial Life Doesn’t Stop at the Border—Neither Should Your Plan

Living between countries is complex—but your financial plan doesn’t have to be. At Our House Wealth Advisors, we specialize in helping Canadian citizens living in the U.S. manage their cross-border finances with confidence and clarity.


We bring firsthand experience and deep technical knowledge to help you avoid costly mistakes, stay compliant, and build a life that spans both countries with ease.

Because your financial plan shouldn’t be limited by a border.

Living between countries is complex—but your financial plan doesn’t have to be. At Our House Wealth Advisors, we specialize in helping Canadian citizens living in the U.S. manage their cross-border finances with confidence and clarity.


We bring firsthand experience and deep technical knowledge to help you avoid costly mistakes, stay compliant, and build a life that spans both countries with ease.

Who We Help

  • Canadians working or living permanently in the U.S.
  • Dual citizens or snowbirds managing two financial systems
  • Professionals relocating for work (tech, medical, academic, etc.)
  • Families with cross-border inheritances, trusts, or obligations

What We Help You Navigate

  • Retirement account coordination (RRSPs, TFSAs, 401(k)s, IRAs, pensions)
  • Tax efficiency and dual-filing strategies
  • Residency and departure planning
  • Cross-border estate and beneficiary alignment
  • Currency management and investment strategy
  • Ongoing adjustments when life shifts—relocation, marriage, new citizenship, etc.

We work with Canadians across the U.S. and globally via virtual meetings, and offer ongoing support to guide your plan as your needs evolve.

What We Help You Navigate

01

Cross-Border Retirement Account Planning

Navigate RRSPs, TFSAs, 401(k)s, IRAs, and pensions across jurisdictions.

02

Dual Tax Compliance & Coordination

Minimize double taxation and stay ahead of cross-border filing requirements.

03

Residency Planning & Exit Strategies

Know how your time in each country affects your taxes and reporting obligations.

04

Currency Management & Investments

Work with both USD and CAD in a way that supports your long-term investment goals.

05

Estate & Beneficiary Alignment

Ensure wills, beneficiaries, and titling are structured to comply with both U.S. and Canadian law.


One of the Few Fiduciary Advisors Serving Cross-Border Clients Nationwide

We proudly serve Canadians across the U.S., helping them manage complexity with calm, clear advice.

Book a Cross-Border Strategy Session →