I2 Wealth - Cross Border Planning

I2 Wealth - Cross Border Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from I2 Wealth - Cross Border Planning, Financial planner, 500 Place d'Armes, #1800, Montreal, QC.

Whether you’re a US citizen residing in Canada, an American preparing for a move north of the border, a Canadian eyeing a transition to the US, or someone with financial ties spanning both borders, we’re here to demystify the complexities you face.

05/06/2026

Manage your Part XIII tax obligations via the Non-Resident Withholding Tax portal.

It provides you or your authorized representative with secure online access to your non-resident tax account balance, recent transactions, and the option to make online remittances.

Sign in to your CRA account and add your non-resident tax account number from the Welcome page: https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html?utm_content=2026-01-08_1664

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conversions can be a valuable planning tool—but they’re often misunderstood, especially in a Canada-U.S. context.Our...
05/06/2026

conversions can be a valuable planning tool—but they’re often misunderstood, especially in a Canada-U.S. context.

Our latest article breaks down how they work and what to consider before making a move:

👉

Roth IRA conversion explained: what they are and how they work. Learn the IRS rules, tax treatment, and cross-border planning considerations with i2 Wealth.

Address

500 Place D'Armes, #1800
Montreal, QC
H2Y2W2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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