$123 · Cross-Border Wealth Management and Tax Planning for Americans in BC

Are you an American living in British Columbia or planning your move to Canada? At Beacon Hill Wealth Management, we specialize in helping Americans navigate the unique challenges of cross-border taxes and investments. Our experienced team includes: Phil Hogan, CPA, CA – A cross-border tax expert with decades of experience. Chris Stooksbury – An American who moved to Canada 13 years ago, bringing firsthand insight into the transition. Dixie Birnie – A seasoned wealth manager with a focus on helping clients build long-term financial security. We manage over $400 million in assets for Americans living in Canada, providing tailored solutions that straddle the border. Whether it’s optimizing your 401(k), IRAs, or Roth accounts, or understanding the tax treaty complexities, we’ve got you covered. Moving to Canada comes with unique financial challenges, including: Filing taxes in both the U.S. and Canada. Managing cross-border investments to avoid unnecessary taxes. Adapting to Canada’s rules for trusts, real estate, and retirement accounts. Our team makes the process approachable and stress-free. Let us help you maximize your wealth while minimizing your tax obligations. Contact us today! 🌐 Visit: www.beaconhillwm.ca 📧 Email: admin@beaconhillwm.ca Join our growing community of Americans in Canada!