2020 NAPFA Fall Conference Speaker
Brian Wruk
Brian Wruk, Certified Financial Planner™ specializes in high net worth 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. As 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 is the author of newly published editions of his books The Canadian in America: Real-life tax and financial insights into moving and living in the U.S. – 3rd Edition, The America in Canada: Real-life tax and financial insights into moving and living in Canada – 2nd Edition. In addition, he has been quoted and contributed articles to numerous publications and speaks frequently on Canada-U.S. financial planning matters.
Brian is the author of newly published editions of his books The Canadian in America: Real-life tax and financial insights into moving and living in the U.S. – 3rd Edition, The America in Canada: Real-life tax and financial insights into moving and living in Canada – 2nd Edition. In addition, he has been quoted and contributed articles to numerous publications and speaks frequently on Canada-U.S. financial planning matters.
