By Andrea Thompson, CFP (CAN), CRPC (US), CLU, CHS, CCS

Welcome to the fascinating world of cross-border retirement planning, where the scenic landscapes of Canada merge with the financial intricacies of the United States. For clients who are US citizens living in Canada, or those who have amassed assets while working in the US, embarking on this journey means securing a stable and rewarding future while navigating through the complexities that come with it.

In the latest blog, we explore some of the high-level considerations in cross border retirement planning, which advisors and clients alike ought to be aware of.