The June 2025 PridePlanners Knowledge Circle will be held on Tuesday, June 10th at 12 pm ET.
Guest speaker Brian Wruk will be presenting, "Americans Moving Abroad - What Planners Need To Know."
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?
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.