Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Asset Safety Before You Relocate to the US

8 May 2025 · 1 min

Watch on YouTube

0:35

This is a short excerpt from a YouTube video by Richard Canfield ("Asset Safety Before You Relocate to the US", May 8, 2025) describing Canadian estate planning and asset-protection services offered to clients relocating to the U.S. The speaker explains that asset protection in Canada differs from the U.S., and that the firm offers entity formation, trusts, estate/incapacity documents, and coordinates with a business law attorney to assist clients buying or closing businesses for E2 visa requirements.

Chapters

One of the practice areas that we introduced was the state planning and asset protection. In Canada, it's harder to get sued than it is in the United States. What we offer is asset protection through entity formation, trusts, and then any kind of document that they're going to need to protect any of those assets after they pass away or if in the event they're incapacitated. We also set up a relationship with a business law attorney that helps with a lot of the business closings that they need to undergo for the E2 visa. So part of the E2 is that they have to buy a business or invest in a business. We even help facilitate the closing or the purchase of that business as well.