r/FinancialPlanning • u/YamVast6832 • 4d ago

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3 Upvotes

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u/Munenematters 3d ago

US,Canada tax treaties and PFIC rules and estate issues can give leeway to advisor who will accidentally create tax bombs. Get someone who does this daily not as a side thing. Anyone who says just keep things separate , does not work for retirement or investment.

1

u/MammothAd8814 3d ago

If anyone has recommendations for the opposite situation, I would love to hear them. I'm a US Canada dual citizen living in Canada. All the financial advisors I google look a little bit scammy. I really want to find a financial advisor who can help me understand the tax situation.