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Plena Wealth Advisors
925 W Georgia Street, Suite 2100
Vancouver, BC V6C 3L2
T: 604.654.1148
TF: 866.677.7752
F: 604.659.8099
Map and Directions
Map and Directions
Vancouver BC 17023
1726 Dolphin Ave
Suite 500,
Kelowna, BC V1Y 9R9
T: 250.979.2726
TF: 855.979.1820
F: 250.979.2749
Map and Directions
Map and Directions
Cross-Border Blog
Moving to Canada and Understanding U.S. Revocable Trusts
02.06.2024
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Cross Border
Moving to Canada is an exciting journey, often filled with new op...
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The Top Five Reasons to Keep Your IRA Instead of Transferring to an RRSP
10.09.2023
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Cross Border
Should you keep your IRA while in Canada? Written by guest blogg...
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Cross-Border Real Estate and the Principal Residence Exemption
09.14.2023
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Cross Border
The complexities that come from a cross-border move are plentiful...
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