Planning for the American-Canadian Client

The May 2024 International & Cross-Border Planning Knowledge Circle will be held on Wednesday, May 15th at 10 am ET.

Guest speaker Brian Wruk will be presenting, "Planning for the American-Canadian Client."

In this Knowledge Circle Brian will discuss vital considerations regarding Financial Planning for clients that have ties to Canada and the USA or are transitioning across the border.

Brian is an American/Canadian Dual Citizen and a 27-year Financial Planning Veteran working with American and Canadian residents. He’s the author of two bestselling books: The Canadian in America and The American in Canada. He is a graduate of the University of Alberta and The University of Arizona.