Galen Nuttall
Helping Canadians and cross-border families navigate the complexities of cross border financial planning with clarity and confidence.
✅ Over 12 years of experience in insurance, investment, and cross-border financial planning
✅ Expertise in tax-efficient wealth strategies and international financial transitions
✅ Trusted advisor to clients across Canada, the U.S., and internationally
About Galen
Galen Nuttall is a Certified Financial Planner (CFP®) specializing in cross-border financial planning for individuals and families looking to exit or enter Canada.
Whether you’re a dual citizen, a snowbird, a cross-border professional, or planning a move between countries, Galen provides guidance to help you avoid costly mistakes and make informed decisions.
Cross-border finances come with unique challenges – different tax systems, reporting requirements, investment restrictions, and retirement considerations. Galen’s approach is to coordinate these complexities into a clear and comprehensive plan that works on both sides of the border.
Why Work with Galen?
✅ 12+ years of experience in insurance, investment, and financial planning for cross border concerns such as:
- Dual citizens (Canada – the U.S.)
- Snowbirds spending extended time in the U.S.
- Professionals relocating between countries
- Families with cross-border assets or inheritances
- Canadians working for international companies
✅ Specialist in cross-border and exit planning for Canadians
✅ Expert in tax-efficient, retirement, and legacy strategies
✅ Verify his CFP® credentials and good standing with FP Canada