International & Cross-Border Planning Knowledge Circle: Planning for the American-Canadian Client
- Registration Closed
Guest speaker Brian Wruk will discuss vital considerations regarding Financial Planning for clients that have ties to Canada and the USA or are transitioning across the border.
Brian Wruk, CFP®(US, CDA), TEP, CIM
President
Transition Financial Advisors Group
Brian Wruk is a Certified Financial Planner™ specializing in the community of people making the transition between Canada and the U.S. His firm, Transition Financial Advisors Group, Inc., is a fee-only, comprehensive financial planning, investment management, and Canada/U.S. tax planning and preparation firm. A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the UK and holds the Canadian Investment Manager (CIM) designation. Brian is the author of The Canadian in America and The American in Canada.
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