Canada-US Cross-Border Financial Planning & Estate Advisory
I was born and raised in Edmonton, Alberta, and have spent my career doing one thing: helping individuals and families navigate the financial and legal complexities of moving between Canada and the United States. I hold both the U.S. and Canadian CFP® designations, a TEP from the Society of Trust and Estate Practitioners, a Canadian Investment Manager designation, an RFP® from the Institute of Advanced Financial Planners, and a GFP Fellow designation, a credential set that reflects the genuine depth this work requires.
I am also a dual Canada-U.S. citizen who has personally navigated life and financial transitions between both countries. I am the author of The Canadian in America and The American in Canada. I understand firsthand the complexity and high stakes involved in a cross-border move not just technically, but personally. That lived experience is the foundation of how I work with every client.
Listen to Brian's episode on Passport to Wealth™ here.
About Transition Financial Advisors Group
Founded in 2001, Transition Financial Advisors Group LLC specializes exclusively in financial, tax, and estate planning for individuals and families moving between Canada and the United States. Cross-border moves raise complex, interconnected questions: which tax returns must be filed and when, how to structure an estate plan when assets and heirs span both countries, whether CPP, OAS, or Social Security benefits can still be collected after a move, and what healthcare and retirement options actually look like on either side of the border.
Clients come to us when they want clarity and answers that traditional advisors on either side of the border aren't equipped to provide. Our work is integrated by design, financial, tax, and estate planning treated as one coordinated engagement, not three separate conversations.
We typically work with clients who are moving (or have already moved) across the Canada-U.S. border and hold assets exceeding USD $1 million.
Languages Spoken
- English
Client Focus
- US Expat Living Abroad
- US Expat Moving Abroad
- Non US Persons Leaving the US with US Based Assets
Expert Services Offered
- Cross-Border Financial Planner
Compensation Model
- Fee Only