MCA Cross Border Advisors Inc.
Adam Birzgalis serves as the Head of Investment Oversight and Compliance Specialist at MCA Cross Border Advisors Inc. since January 2025. Prior to this role, Adam worked as a Venture Partner at Blue Vision Capital from December 2023 to December 2024, and held the position of Assistant Vice President in U.S. Private Wealth & RIA Advisory at Nuveen, a TIAA company, from December 2019 to October 2023. Adam started a career in finance as a Financial Advisor at Raymond James, where employment lasted from August 2016 to November 2019. Adam earned a Bachelor of Arts degree in Business Administration and Management from Central Michigan University.
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MCA Cross Border Advisors Inc.
There are many factors that go into a change in residency between Canada and the US. MCA Cross Border Advisors Inc. has extensive experience working with Canadians moving to the US, Americans moving to Canada, or employees being relocated between both countries. A move of this nature is complex as it involves understanding laws in multiple jurisdictions and how they interact. It is our experience that prior to making a decision of this nature it is prudent to prepare a Cross Border Financial Plan to address these concerns and in order to ensure a smooth transition of residency while minimizing tax and avoiding costly mistakes. To learn more about us, please visit our website.