Brian Wruck is a Certified Financial Planner™ specializing 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 financial planning, investment management, and Canada/U.S. tax planning and preparation firm.
A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the UK and holds the Canadian Investment Manager (CIM) designation. Based in the Phoenix, AZ area, Brian is the author of The Canadian in America and The American in Canada and has written many articles on Canada/U.S. Financial Planning, been quoted in numerous newspapers and journals in addition to speaking engagements. He founded and co-chaired a Canada/U.S. International Tax Council with the IRS and based on his own transitions between Canada and the U.S., has personal experience with the issues you may face. Brian assists the community by speaking on financial matters, doing pro bono budget counseling, financial planning and tax work. He is a Crown Ministries approved budget counselor.
Born and raised in Edmonton, Alberta, Canada, Brian worked ten years in the Canadian telecommunications industry in a variety of positions including marketing, service development, and strategic planning. Prior to expanding his career in the direction of financial planning, Brian was marketing manager at a Phoenix-based computer training materials company. Since January of 1997, Brian has worked specifically with individuals moving between Canada and the U.S. Brian moved to Arizona in August 1990, to complete his MBA at the University of Arizona, moved back to Calgary with his U.S. born spouse before moving permanently with his wife Kathleen to Arizona from Calgary in April of 1996.
In addition to the CFP® designations and an MBA from The University of Arizona, Brian holds a Bachelor of Commerce degree from the University of Alberta, a Business Administration diploma from the Northern Alberta Institute of Technology (NAIT), and a Certified Advertising Agency Practitioner designation from the Institute of Canadian Advertising.
