US Financial Services for Canadians

We provide professional services and expert advice regarding financial services in the United States to Canadians visiting or living in Florida including banking products and solutions, US mortgage lending options, currency exchange services, financial and estate planning and cross border accounting. Learn about all the US financial products and services available to Canadians by selecting the categories below.

US Currency Exchange for Canadians

Currency Exchange

We provide currency brokering to help you get the best exchange rate when transferring money between Canada and the US.

US Mortgages for Canadians

Mortgage Financing

We work with Canadian and US mortgage banks, lenders, and brokers to find you the best mortgage on both sides of the border.

US Banking for Canadians

Banking in the USA

Our US banking partners provide Canadians cross border banking services including debit and credit accounts and more.

Cross Border Tax Planning

Cross Border Tax Planning

Our accounting team will help you understand the many differences and plan properly for possible Canada and US taxation.

US Financial Planning for Canadians

Financial Planning

Cross border financial planning can be complicated so we have partnered with professionals in Canada and the US.

US Estate Planning for Canadians

Cross Border Estate Planning

Estate Taxes are very different in the US. There are many factors that need to be considered and thought of well in advance.