Andrea Thompson

Andrea Thompson, a certified financial planner and founder of Modern Sense, dives into the complexities of cross-border finances for Canadians linked to the U.S. She highlights the critical tax obligations and the importance of consulting a cross-border CPA to avoid penalties. Thompson also unpacks the intricacies of retirement planning, investment challenges for dual citizens, and the nuances of Tax-Free Savings Accounts for U.S. citizens in Canada. Her insights will help listeners navigate these financial waters smoothly!