Our specialized cross border tax team helps Canadian families successfully navigate complex cross border tax issues arising from personal and corporate transactions including acquisition & disposition of U.S. real estate, operating businesses and investments.

Over 500,000 Canadians own Florida homes. According to the National Realtors Association, Canada is No. 2 on the list of foreign buyers in the U.S. (behind China), with $9.5 billion in transactions from April 2019 to March 2020. Our Florida-based real estate team can help with your purchase, sale or lease requirements.

Whether you’re buying a home in Florida to live in or use as an investment property, our team has the experience to provide financing solutions for Canadians. We first examine options at home and then explore U.S. solutions. We’ll help you compare and decide which makes most sense for your family.

Your Canadian public health insurance doesn't cover everything and the cost of health care south of the border is very high. It's not uncommon for an emergency hospitalization to set someone back tens of thousands of dollars. Make sure you have sufficient medical coverage before you head to Florida or any other place in the United States.

Estate planning can become complicated by the different tax, estate planning and estate administration laws and rules between Canada and the U.S. Cross-border estate planning requires the skill and knowledge of a qualified lawyer with experience in resolving these complex issues. We can help.

Considering investment opportunities in Florida? Our team can inform you of the financial planning considerations and introduce to seasoned investment professionals who can help.