What US Expats in Canada Need to Know About Financial Planning

Cross-border financial planning made clear. Arielle Tucker, CFP®, EA talks with Aditi Kapadia CFA®, CFP® about managing taxes, investments, and money between the US and Canada.

If you’re a U.S. citizen living in Canada 🇨🇦🇺🇸, financial planning can quickly become complicated — from cross-border taxes to retirement accounts and investments.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA explains what U.S. expats in Canada need to know to protect their wealth and stay compliant with both U.S. and Canadian financial regulations.

Whether you’re working, retiring, or running a business in Canada, this video will help you avoid costly mistakes and make smarter financial decisions across borders.

✅ In this video, you’ll learn:

How U.S. taxes work while living in Canada 🇺🇸📄

Key differences between U.S. and Canadian retirement accounts (401(k), IRA, RRSP, TFSA) 💼

Common investment mistakes U.S. expats make in Canada 📉

Cross-border financial planning strategies for long-term security 🌍

How to stay compliant with IRS and CRA regulations

This video is essential for U.S. expats, dual citizens, retirees, and professionals living in Canada who want clarity and confidence with their finances abroad.

💡 Need help with cross-border financial planning?
Visit: 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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cross-border financial planning, currency exchange, credit history, retirement accounts, Canadian property, financial mistakes, tax implications, expatriate life, financial systems, wealth management

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#LifeAbroad #MovingToCanada #USCanadaTaxes #CrossBorderTaxes
#ExpatFinancialPlanning #InternationalFinance