Born and raised in Edmonton, Alberta, Canada, Brian is a Certified Financial Planner™ specializing in individuals making the transition between Canada and the U.S. His firm, Transition Financial Advisors Group, Inc. is a fee-only, comprehensive Canada-US financial planning, investment management, tax planning and preparation firm. A dual Canada-US citizen, Brian holds both the Canadian and U.S. CFP designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the U.K. and holds the Canadian Investment Manager (CIM) designation. Brian has written many articles, been quoted in numerous newspapers and journals and speaks frequently on Canada-U.S. financial planning matters. In addition to having personal experience with his own Canada-US moves, Brian has been working with Canada-U.S. cross-border transitions since January of 1997. In addition to his professional designations, Brian holds an MBA from the University of Arizona, a Bachelor of Commerce degree from the University of Alberta, a Business Administration diploma from the Northern Alberta Institute of Technology (NAIT), and a Certified Advertising Agency Practitioner designation from the Institute of Canadian Advertising. Brian assists the community by speaking on financial matters, doing pro bono budget counseling, financial planning and tax work.
