Cross-Border Planning From Someone Who Gets It
Living in the U.S. as a Canadian citizen comes with financial questions most advisors can’t answer. We can—because we’ve lived it too.
At Our House Wealth Advisors, we specialize in helping Canadians manage U.S.-based financial lives while staying compliant, strategic, and confident. Whether you're here temporarily or long-term, we’ll help you make the most of both systems.
Two countries. Two tax codes. One financial plan that actually works.
If you’re a Canadian living in the U.S., you know how quickly things get complicated. What do you do with your RRSP? How do you file taxes? Will your estate plan work on both sides of the border? These aren’t just logistical issues—they’re deeply personal.
At Our House Wealth Advisors, cross-border planning isn’t an add-on. It’s a core part of what we do. As a Canadian financial advisor in the U.S., our founder brings firsthand experience and technical knowledge to support Canadian expats across Chicago, Tampa Bay, and beyond.
Why It Matters
Most U.S.-based financial advisors aren’t trained in cross-border rules. And most Canadian institutions can’t fully support clients living abroad. We help bridge that gap with clarity and confidence.
