Brian
Wruk
,
MBA, CFP®(US), CFP®(Canada), TEP, CIM, RFP®, GFP Fellow
Firm Details
Since 2001, Transition Financial Advisors Group has provided customized Canada/US tax, financial planning and investment management solutions seamlessly, all under one roof. We are a small, family owned firm that understands every client is unique. We get to know you well, as we help you understand and navigate the complexities of your Canada/US financial situation in plain English. This allows you to make educated and informed decisions. Look around our website or buy one of our comprehensive books for insights and pitfalls to consider. When you are ready to consider joining our family, introduce yourself and we would be happy to have a no-cost, no obligation conversation. We serve the community of people moving between Canada and the US.
Countries of Expertise
Canada, United States
Biography
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, the Registered Financial Planner™ 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.
Specialties
Inbound/Outbound Planning,Wealth Management,Financial Planning,Tax Planning,High Net Worth Individuals,Estate Planning,Global Investment Planning,Retirement Planning,Education Planning,Risk Management
Billing Types
Fee-only,Percentage of AUM
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