Americans Moving Abroad - What Planners Need To Know
Includes a Live Web Event on 06/10/2025 at 10:00 AM (MDT)
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Brought to you by the PridePlanners Knoweldge Circle: Many clients, especially LGBTQ+ clients, have been talking about moving to a foreign country. What information do they need to know? What about tax implications, transferring funds, staying invested or investing in another country? Where can we, as planners, find information to help and guide our clients?
Competency Level: Intermediate
FPA Competency: Critical Thinking, Client Communication and Care
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Brian Wruk, CFP®(US, CDA), TEP, CIM
President
Transition Financial Advisors Group
Born and raised in Edmonton, Alberta, Canada, Brian is a Certified Financial Planner™
specializing in the community of people moving between Canada and the U.S. His firm,
Transition Financial Advisors Inc., is a fee-only, comprehensive financial planning, investment
management and Canada-US tax planning and preparation firm. A dual Canada-US citizen,
Brian holds both the Canadian and US CFP designations, the Trust and Estate Practitioner
designation, the Canadian Investment Management designation and has been working with
Canada-US clients since January of 1997.
Brian has written many articles, been quoted in numerous newspapers and journals and spoken
on Canada-US financial planning matters. Brian, has published two bestselling books entitled
“The Canadian in America: Real-life tax and financial insights into moving and living in the US”
(3rd Edition) and “The American in Canada: Real-life tax and financial insights into moving and
living in the US (2nd Edition).” In addition to having personal experience with his own Canada-
US moves, Brian assists the community by speaking on financial matters, doing pro bono budget
counseling, financial planning and tax work.
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