Moving to Canada
New surroundings.
Continuing connections.
A U.S.-to-Canada move can leave important connections on both sides. Start with your circumstances rather than assumptions about what every mover needs.
United States → Canada
Start before the moving boxes.
The first conversation is a chance to put the relevant facts together: what is changing, what is staying connected, and what you want to understand before the next step.
What belongs in the discussion?
- Your timeline and relevant citizenship/residency circumstances.
- Continuing U.S. income, accounts or business interests.
- Property, retirement accounts and investment records.
- Previous filings and questions for the advisers involved.
These are preparation topics, not instructions to close accounts, sell assets or choose a particular structure. The right discussion depends on your facts.
Bring the questions together.
Ryan’s planning and review work considers the connections between the topics. Preparation or other professional work that follows is scoped separately, with responsibilities made clear.
Explore the related resource previewsMake the first conversation useful.
Begin with a short timeline, a simple inventory of your circumstances and the questions you most want to discuss. The actual practice will explain what records it needs and how to provide them.
Before the big decisions
Let’s start with
your situation.
A focused conversation about your Canada–U.S. questions and the next step that fits.
60-minute initial consultation.
Later work is scoped separately.
Booking setup is in preview.