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Plena Wealth Advisors
925 W Georgia Street, Suite 2100
Vancouver, BC V6C 3L2
T: 604.654.1148
TF: 866.677.7752
F: 604.659.8099
Map and Directions
Map and Directions
Vancouver BC 17023
1726 Dolphin Ave
Suite 500,
Kelowna, BC V1Y 9R9
T: 250.979.2726
TF: 855.979.1820
F: 250.979.2749
Map and Directions
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Cross-Border Blog
RMD Rules Delayed For Inherited IRAS...Again?
05.08.2024
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Cross Border
Beneficiaries of Inherited IRAs If you’ve recently inherited an ...
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MOVING TO CANADA FROM THE U.S.? LEARN HOW A CROSS-BORDER FINANCIAL ADVISOR CAN HELP YOU MEET YOUR INVESTMENT GOALS
03.25.2024
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Cross Border
For many Americans, living in Canada can be very appealing thanks...
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HOW U.S. FEDERAL TAXATION CHANGES IN 2024 COULD AFFECT YOU
02.28.2024
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Cross Border
Wondering what changes the new year brings to your tax situation?...
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