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Any suggestion for a Canada-USA cross-boarder financial advisor?

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  • Any suggestion for a Canada-USA cross-boarder financial advisor?

    Hey guys,

    I am new to the forum but I have already found this community to be very resourceful. So thank you in advance.
    My wife and I moved down to USA for my residency in the US (currently PGY-1 in Pathology), and we are staying for the next 5 years.
    The residency program is offering 403b and Roth (in 2021) but with no matching. So we are wondering if anyone out there has moved their IRA from USA to Canada and via what methods / strategies.

    Thank you so much!

  • #2
    I would guess that the Canadian financial forums would have more info for your scenario. You might not have to move things when you go home.


    • #3
      Yes - Brian Wruk at Transition Group. He is the real authority and a very nice guy to boot. He also has at least 1 book out about the topic (not looking up right now, just go to Amazon).
      Our passion is protecting clients and others from predatory advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087


      • #4
        Much appreciate the recommendation!