If you’re navigating life, work, or investments between the US. and Canada, this episode is for you.
In this episode of Passport To Wealth™, host Arielle Tucker, CFP®, EA interviews Lucas Wennersten, CFA, CFP® (Canada), CFP® (US.A.), a leading expert in US.–Canada cross-border financial planning and founder of 49th Parallel Wealth Management.
Together, they break down:
US. vs. Canadian tax systems (and why joint filing doesn’t exist in Canada)
How tax treaties override domestic tax laws
Deemed disposition taxes when leaving or returning to Canada
Estate planning differences between the US. and Canada
Dual citizenship, residency rules, and remote work considerations
Healthcare cost trade-offs between the US. and Canada
Why cross-border planning is about lifestyle — not just taxes

Living abroad as a U.S. citizen? 🌍 Learn how to simplify U.S. expat taxes, build wealth overseas, and navigate life abroad with clarity.

🔔 Subscribe for weekly tips on U.S. taxes, cross-border finance, and expat life:
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For more free resources and guides:
https://www.passporttowealth.com/

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🔗 Stay Connected With Me.

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Website: https://www.passporttowealth.com/

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✅ About Passport To Wealth™.

✅ About Passport To Wealth™
Welcome to Passport To Wealth™, your trusted guide to financial clarity while living as an American Abroad. Hosted by Arielle Tucker, CFP®, EA, a cross-border financial planner and long-term expat, this channel is built for U.S. expats and globally mobile individuals navigating international living, U.S. tax planning, and cross-border finance.

Through expert interviews, expat stories, and practical advice, you'll learn how to manage your money, optimize taxes, and build a fulfilling life overseas. Join us to gain confidence, simplify expat life, and grow your wealth, wherever you are in the world.

#USExpat #LivingAbroad #PassportToWealth
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🔔 Want financial clarity while living overseas? Subscribe for expert advice on U.S. taxes, cross-border finance, and building wealth overseas!
https://www.youtube.com/@passporttowealthofficial?sub_confirmation=1

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Understanding US and Canadian Financial Planning: A Comprehensive Guide