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Cross-Border Wealth Management

Phil can help. 
If you need help in planning or managing your investments Phil has over 15 years of experience in both cross-border tax and investment planning.
He is able to manage both Canadian and US investment accounts directly from Canada including: 
  • 401k 
  • IRA
  • Roth IRA
  • Regular investment accounts
You can read some of his articles at or reach out via email to
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Phil Hogan, CPA, CA, CPA(CO)
Accounting Firms
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