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International Tax Returns - image of Calculator and filesU.S. Immigration

Created with the Global Market in mind, Global Transit has designed a program that provides businesses and individuals with accurate advice on immigration strategies. The professional Global Transit team is a very dynamic immigration team with more than 30 years of experience in the field. We know what's going on in today's market. The need is obvious, our approach is unique and our services are outstanding. Who else will offer you a free consultation (no obligation) and a unique money back guarantee for most of our services?

U.S. Access Direct Immigration provides a free customized consultation leading to your immigration solution.

Canadian Immigration

Business and personal immigration to Canada is handled by Best Place Immigration under the direction of Ron Liberman. This site contains a wealth of information on all aspects of immigration to Canada. Ron also moderates a discussion forum jointly with our firm.

Cross Border Investment Advisors:

The following firms or individuals have indicated that they deal with investment situations for Americans living in Canada or Canadians living in the United States.

  1. We have been in consultation with Darrell Thompson, Portfoio Manager/ Registered Representative with Canaccord Genuity Wealth Management (USA) Inc. concerning a variety of issues facing cross border clients.  Darrell and his firm are registered both in Canada and the U.S., and therefore can provide unique insight into the issues facing U.S. citizens in Canada, as well as those facing Canadians who move to the U.S.  Darrell provides advice regarding cross border investing, RRSP and IRA management, PFIC compliant investing and other issues which are likely to arise under the new IRS FATCA rules.  Darrell Thompson can be reached at (800) 382-9280.
     
  2. As an Investment Advisor with RBC Dominion Securities, Geoff Hartley specializes in working with "cross-border" clients.  As an American who has moved to Canada, you may find it overwhelming to navigate the many complex financial, tax and investment planning considerations.  Geoff has an extensive income tax background with many years of experience working with Americans in Canada and individuals considering a potential cross-border move.  Here is a list of the Five things you need to know as an American in Canada.  To learn more about investing and wealth management in light of your cross-border needs, contact Geoff at 416-842-3573.
     
  3. Naveen Gopal, with Pacifica Partners Capital Management Inc., Suite 213-5455 152 Street, Surrey, BC V3S 5A51(877)576-8908 is licensed as a Portfolio Manager in Canada and as an Registered Investment Advisor in the USA. Pacifica specializes in Cross-border Wealth Management, and manages (for example) IRAs for US expatriates in Canada, as well as RRSPs for Canadian expatriates in the USA (any state). They conduct regular seminars and webinars, and have published Moving to Canada and Moving to the U.S. guides for expatriates or cross-border investors. They write an investment column for the Financial Post.