Cross-Border Advisor - Make Sure You Watch This

For more cross-border financial planning tips, please visit our website: www.swanwealth...
In this video I’m going to cover the most important things for Americans and dual citizens to consider when looking for a cross-border advisor.
For more on why cost-base tracking is critical, read this article:
www.swanwealth...
Schedule a 15-min Call: calendly.com/s...
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Want to get clear on how to manage your 401k in Canada?
Read our guide: www.swanwealth...
Retiring from the US to Canada?
Read our guide: www.swanwealth...
Learn everything you need to know about RRSPs here:
www.swanwealth...
Planning a cross-border move from the US to Canada (or vice versa)?
Get free tips you won't find anywhere else: www.swanwealth...
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KEY TOPICS IN THIS VIDEO:
cross-border financial planning, cross-border financial planning, financial advisor, CFP, wealth management, retirement planning, moving from USA to Canada, cross-border investing