Company

i2 Wealth: Cross Border Planning

Financial Services Ca 3 employees

Employees: 3
Contacts: 1
Emails: 1

itwowealth.com LinkedIn

i2 Wealth: Cross Border Planning Overview

Headquarters: Ca
Website: itwowealth.com
Industry: Financial Services
Employees: 3
Founded: 2024
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Canada/US Cross Border Financial Planning US Citizens Living in Canada Canadians Moving to the US Green Card Holders Living in Canada Canada/US Retirement Accounts Roth IRA Conversion US Expats in Canada Cross Border Insurance Planning Canadian Departure Tax Planning

About i2 Wealth: Cross Border Planning

i2 Wealth is a fee-based cross border planning firm that provides a range of financial services, spanning from hourly consultations and retirement analyses to fully scaled cross border financial plans.

i2 Wealth: Cross Border Planning Contact Details

People in AeroLeads: 2
With contact data: 1
Email contacts: 1; 50.0% coverage

i2 Wealth: Cross Border Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Irina Matco, Cfp®(canada), Cfp®(usa), F. Pl., B. Comm.	Transforming Challenges Into Opportunities as a Fee-based Cross-border Financial Planner	Canada	Email
I2 Wealth	Manager at I2 Wealth		View