We work with employees that are re-locating as well as Human Resources departments to help ensure Crossborder transitions are as seamless as possible.

Our firm recognizes that cross-border employee relocation is a growing trend in North America and the world.  As a result,  we provide expertise to individuals and HR departments in a variety of industries:

• Energy, Mining and Engineering
• Academic and Faculty Institutions
• Professional Sports
• Information Technology and Life Sciences

In our experience, investors prefer a personalized approach to solving financial planning challenges arising from Crossborder corporate relocations:

What we provide:

• Access to a network of international tax and legal advisors who also take a personalized approach to client service.
   
• Assistance with trading and management limitations for investment accounts in the home country as well as in the new country.
   
• Support for employees in understanding the key differences between Canadian and US personal financial planning and the Canada-USA Tax Treaty.
   
• Transition planning that provides continuity prior to your move, during your relocation and moving back once your sojourn is complete.
   
• Pension planning in both countries and optimizing pension benefits with other local retirement plans and/or expat pension promises.
   
• Assistance in understanding the treatment of stock options and their role within the overall retirement plan.
   
• Coordinating the management of US and Canadian Portfolios.

Pacifica Partners is able to provide comprehensive wealth management solutions for expatriate clients, including customized collaborative management of both American and Canadian accounts.
 
Please contact us for additional information or to learn how we can assist your organization's corporate relocation needs.