Phil can help. 

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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.

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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 PhilHogan.com or reach out via email to phil@philhogan.com