A Canadian Investing in the U.S. with Glen Sutherland
Glen Sutherland
381 episodes
20 hours ago
In this episode of Canadian Investing in the U.S., host Glen Sutherland interviews Priscilla (Pre) Cosentino, a U.S.-based financial advisor, author, and mentor who specializes in helping clients build a true wealth mindset. Priscilla explains that financial planning is about much more than simply accumulating money—it’s about aligning one’s financial goals with personal values and life purpose. She shares examples of clients with vastly different goals, from relocating overseas to buying a first home or going back to school, emphasizing that understanding what matters most to each person drives the right financial and investment strategies.
The conversation then dives into tax planning—a subject many people only think about when faced with a large bill. Priscilla stresses that effective tax planning must be proactive, not reactive, and should begin now, regardless of the time of year. She encourages investors to build an “A-Team” of professionals—financial planner, CPA, and attorney—who collaborate to design forward-looking strategies that balance current actions with future goals. She also offers practical advice on how to prepare for planning meetings, such as bringing an overview of assets, account types, and investment values. The episode closes with a thought-provoking reminder: financial planning should start with your end goal in mind—how you want to be remembered and what legacy you want to leave behind—and then reverse-engineer your path toward that vision.
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In this episode of Canadian Investing in the U.S., host Glen Sutherland interviews Priscilla (Pre) Cosentino, a U.S.-based financial advisor, author, and mentor who specializes in helping clients build a true wealth mindset. Priscilla explains that financial planning is about much more than simply accumulating money—it’s about aligning one’s financial goals with personal values and life purpose. She shares examples of clients with vastly different goals, from relocating overseas to buying a first home or going back to school, emphasizing that understanding what matters most to each person drives the right financial and investment strategies.
The conversation then dives into tax planning—a subject many people only think about when faced with a large bill. Priscilla stresses that effective tax planning must be proactive, not reactive, and should begin now, regardless of the time of year. She encourages investors to build an “A-Team” of professionals—financial planner, CPA, and attorney—who collaborate to design forward-looking strategies that balance current actions with future goals. She also offers practical advice on how to prepare for planning meetings, such as bringing an overview of assets, account types, and investment values. The episode closes with a thought-provoking reminder: financial planning should start with your end goal in mind—how you want to be remembered and what legacy you want to leave behind—and then reverse-engineer your path toward that vision.
EP393 Sending Money to U.S. Entities What Canadian Investors Must Know with Kris McEvoy (1)
A Canadian Investing in the U.S. with Glen Sutherland
12 minutes 2 seconds
1 month ago
EP393 Sending Money to U.S. Entities What Canadian Investors Must Know with Kris McEvoy (1)
In this episode, Glen sits down again with cross-border CPA Kris McEvoy to unpack a critical topic for Canadian investors with U.S. properties — how to properly move money into your U.S. entity. They break down the key differences between funding as debt vs. equity, why that distinction matters for tax and structure, and what can go wrong if it’s not documented correctly.
Kris shares practical examples, planning tips, and best practices for keeping your contributions clean, compliant, and strategically sound. Whether you’re wiring funds for your first deal or restructuring an existing portfolio, this conversation will help you avoid costly mistakes and stay on the right side of both tax and legal requirements.
A Canadian Investing in the U.S. with Glen Sutherland
In this episode of Canadian Investing in the U.S., host Glen Sutherland interviews Priscilla (Pre) Cosentino, a U.S.-based financial advisor, author, and mentor who specializes in helping clients build a true wealth mindset. Priscilla explains that financial planning is about much more than simply accumulating money—it’s about aligning one’s financial goals with personal values and life purpose. She shares examples of clients with vastly different goals, from relocating overseas to buying a first home or going back to school, emphasizing that understanding what matters most to each person drives the right financial and investment strategies.
The conversation then dives into tax planning—a subject many people only think about when faced with a large bill. Priscilla stresses that effective tax planning must be proactive, not reactive, and should begin now, regardless of the time of year. She encourages investors to build an “A-Team” of professionals—financial planner, CPA, and attorney—who collaborate to design forward-looking strategies that balance current actions with future goals. She also offers practical advice on how to prepare for planning meetings, such as bringing an overview of assets, account types, and investment values. The episode closes with a thought-provoking reminder: financial planning should start with your end goal in mind—how you want to be remembered and what legacy you want to leave behind—and then reverse-engineer your path toward that vision.
