Thinking about moving from the United States to Canada but not sure what you need to plan for before making the move?
In this episode of The Wealthy Life Podcast, Sybil Verch sits down with Harps Sandhu, Cross Border Advisor and author of Welcome Home, Eh?, to break down exactly what you need to know before relocating from the United States to Canada.
From immigration and tax residency rules to healthcare access, retirement accounts, and avoiding double taxation, this conversation is a must listen for anyone planning a move north.
You will learn:
•The key steps to take before moving from the U.S. to Canada
•How Canadian and U.S. tax systems differ and how to avoid double taxation
•Why immigration status and tax residency planning matter
•What happens to U.S. retirement accounts, IRAs, 401(k)s, and investments
•How healthcare coverage works when you first move to Canada
•The difference between citizenship and residency
•Why working with a Cross Border Advisor, accountant, and lawyer is essential
•Common (and expensive!) planning mistakes people make during cross-border moves
Whether you are relocating for work, family, retirement, or lifestyle reasons, this episode provides clarity, confidence and practical guidance you need to plan your transition smoothly and avoid expensive surprises.
If you are considering a move from the U.S. to Canada, this episode will help you ask the right questions and move to Canada with confidence.
