Bridging Borders with a
Cross-Border Accountant
Welcome to “Bridging Borders” – a two-part video series featuring cross-border accountant Raizy Marmorstein, focused on helping individuals and families navigate the tax, residency, and financial complexities between Canada and the U.S. Whether you’re moving north, heading south, spending winters abroad, or planning for retirement across borders, this series is designed to be your trusted guide.
📘 Each episode breaks down a key topic:
- Episode 1: Crossing North — What Americans Need to Know When Moving to Canada
- Episode 2: Southbound Strategies — Taxes, Snowbirds, and Retirement Across Borders
Led by financial planner Joanne Kaban, co-founder of Isle Wealth at Raymond James, and cross-border accountant Raizy Marmorstein of Cameron Izard Snell LLP, each episode offers practical insights, clear explanations, and real-life examples to help you avoid cross-border tax surprises, stay compliant, and protect your long-term wealth.
Navigating Cross-Border Wealth
Welcome to “Navigating Cross-Border Wealth” – a five-part video series that explores the ins and outs of managing money between Canada and the U.S. Whether you’re a snowbird, dual citizen, cross-border worker, or just getting started with international financial planning, this series is your trusted guide.
📘 Each episode breaks down a key topic:
- Episode 1: Navigating Cross-Border Basics
- Episode 2: Tax Considerations for Cross-Border Individuals
- Episode 3: Retirement Planning Across Borders
- Episode 4: Real Estate and Cross-Border Investment Properties
- Episode 5: Estate Planning for Cross-Border Families
Led by financial planner Joanne Kaban—co-founder of Isle Wealth at Raymond James—each episode offers practical insights, real-life examples, and clear strategies to help you avoid costly mistakes and protect your wealth.
