A Cross-Border Lesbian Love Story: Sami and Jo's New Beginning in Canada
Sami and Jo's love story is one for the ages. These two women met later in life, each having experienced long-term relationships and raising children. Fate brought them together while Jo, a Canadian, lived and worked in the U.S. and met Sami, an American. Their connection was instant and deep, blossoming into a beautiful relationship that led to marriage and a fresh start in a quaint town in Quebec, Canada.
Embracing New Beginnings
Relocating to a new country is never a small feat, especially involving significant life changes. For Sami and Jo, the move to Canada was filled with excitement and a sense of adventure, but it also came with important considerations like immigration, tax reporting, portfolio management, and estate planning.
Navigating Financial Transitions
Sami, a long-time Raymond James Financial client, was referred to us by her U.S. advisor to help manage her various investment accounts and navigate the financial transition between countries. It was important to Sami to be working with an advisor with cross-border expertise and being gay-friendly. We were thrilled to assist Sami and Jo in organizing their financial affairs, ensuring they could start this new chapter with peace of mind.
Comprehensive Financial Planning
Our collaboration with Sami and Jo focused on creating a robust financial strategy tailored to their unique needs. We developed an investment management plan to provide a steady income stream, ensuring their retirement plan supported their desired lifestyle. Additionally, we connected them with cross-border tax advisors to streamline their tax reporting between the U.S. and Canada.
Customized Estate Planning
Understanding the complexities of their cross-border situation, we worked closely with Solus Trust to ensure Sami and Jo’s wills and power of attorney documents were meticulously crafted to meet the unique requirements of civil law in Quebec. It made sense for them to appoint Solus Trust as their liquidator, providing further assurance that their estate planning was in expert hands.
A Joyful Journey Ahead
As Sami and Jo settle into their new Canadian home, we extend our heartfelt wishes for a joyful and prosperous life. Their journey is a testament to the power of love and the beauty of new beginnings. We are honoured to have been a part of their story and look forward to supporting them in the future.
Wishing Sami and Jo all the happiness in the world as they embark on this exciting adventure in Quebec!
Through this blog, we hope to inspire other cross-border lesbian couples to seek guidance to navigate their financial and legal landscapes. Every family deserves the opportunity to build a secure and loving future, and we are here to help make that a reality.