Reach out to Phil at phil@beaconhillwm.ca
Phil, the firm’s Cross-Border Tax Partner, has dedicated over 15 years to mastering the complexities of cross-border financial issues, always with the aim of making a tangible difference in the lives of his clients.
His journey in this niche field began with a solid foundation at Hutcheson and Co. LLP CPAs, where he developed a deep appreciation and understanding for cross-border taxation and planning. His prior experiences as an associate at RBC Investments and a proprietary trader have enriched his expertise, enabling him to offer comprehensive advice to clients.
Phil’s reputation for trust and reliability extends beyond his direct interactions with clients. He has fostered a community through his writings on cross-border tax and investment matters, and by hosting “Crossing the 49th,” a podcast and YouTube series designed to demystify the intricacies of cross-border tax and financial planning. As a holder of both Canadian CPA and U.S. CPA licenses (Colorado), Phil has the unique ability to provide valuable insights to a wide array of clients, enhancing their understanding and strategies in cross-border finance.
The feedback and success stories from those he has worked with are a testament to Phil’s impact and dedication. He values the community that has built up around his efforts, both online and through his digital content, committing to continue offering valuable, actionable advice.
Away from the professional arena, Phil’s life is enriched by the time he spends with his wife, their two children, and their golden doodle. He believes in maintaining a healthy balance between his personal and professional life, with regular workouts being a part of his routine.
Phil’s insights have been recognized on platforms such as www.advisor.ca, The Wealthy Life, CPA Practice Advisor, and CBC.ca. However, the true measure of his career is seen in the positive changes and benefits experienced by his clients. You can read Phil’s articles on cross-border tax and financial planning here.
For those seeking guidance or wishing to connect on matters of cross-border tax and investment planning, Phil is reachable at phil@beaconhillwm.ca. At Beacon Hill, the journey is a shared one, aimed at making the complex understandable and manageable for every client.
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