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Individuals with Dual Residencies in the U.S. and Canada

Integration with your existing team to manage, transfer & protect your wealth across borders

Deciding how to approach inherited property located in Canada

Helping to ensure that all appropriate US tax filing requirements have been met (Mardin Capital Group does not prepare individual tax returns).

Creating an estate plan that spans both countries.

Integrating investment assets held in both countries into a portfolio that reflects the client’s true investment goals and risk tolerance.

Planning for American (citizen or permanent resident) family members to spend extended periods of time with family in Canada.

Addressing the needs for elderly family members in Canada for long-term care as they age.