Hurly Owen Wealth Advisory

07/22/2026

Every cross-border financial journey is different.
That's why we take the time to understand each client's unique circumstances and create strategies tailored to their goals, whether they're living, working, or investing in Canada, the U.S., or both.

07/02/2026

𝐖𝐡𝐞𝐧 𝐩𝐡𝐲𝐬𝐢𝐜𝐢𝐚𝐧𝐬 𝐦𝐨𝐯𝐞, 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬 𝐦𝐨𝐯𝐞 𝐭𝐨𝐨.

Last month, our team had the opportunity to connect with physicians, healthcare leaders, and recruitment organizations from across Canada and the U.S. at a major physician recruitment conference.
One theme came up again and again:

𝐇𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐧𝐚𝐯𝐢𝐠𝐚𝐭𝐞 𝐚 𝐦𝐚𝐣𝐨𝐫 𝐜𝐚𝐫𝐞𝐞𝐫 𝐦𝐨𝐯𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐨𝐯𝐞𝐫𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞?

From cross-border tax considerations and retirement accounts to managing wealth across two countries, many physicians face complex decisions during already busy transitions.
As dual-licensed Canada-U.S. advisors, we're passionate about helping simplify that complexity, so healthcare professionals can focus on what they do best: caring for others.

A sincere thank you to everyone who stopped by to share their stories and insights. We're proud to support the healthcare community with education, guidance, and long-term planning expertise.

𝐎𝐧𝐞 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐓𝐞𝐚𝐦. 𝐓𝐰𝐨 𝐜𝐨𝐮𝐧𝐭𝐫𝐢𝐞𝐬. 𝐄𝐧𝐝𝐥𝐞𝐬𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬.

06/26/2026

06/04/2026

Cross-border wealth management requires more than just compliance, it demands expertise.
At Hurly Owen Wealth Advisory, we guide physicians and nurses through the financial complexities of relocating to Canada.
Feel free to reach out if you or someone in your network is navigating this transition.

04/23/2026

Are you a healthcare professional making the move from the U.S. to Canada?
Cross-border financial planning requires coordination, not assumptions.
At Hurly Owen Wealth Advisory, Elizabeth Hurly and James Owen bring decades of experience helping professionals like you navigate the financial complexities of relocating — from investment strategies to retirement planning, and beyond.

Two countries. One advisory team. One coordinated strategy.

https://www.raymondjamesconnect.com/aQjZmW

04/21/2026

It's been a while, and we've missed connecting with you here!
We're Hurly Owen Wealth Advisory, part of Raymond James Ltd. in Toronto.
We specializes in helping healthcare professionals, business owners, retirees, and families build and protect their wealth — including the unique complexities that come with cross-border financial planning between the U.S. and Canada.
We believe in sharing knowledge, building trust, and crafting financial solutions tailored to your goals.

Let's reconnect — reach out for a complimentary consultation! https://www.raymondjamesconnect.com/aAzPxt

02/18/2026

Canada's unemployment rate dropped slightly to 6.5% in January, from 6.8% at the end of December, despite the loss of 25k jobs.

raymondjames.ca

02/06/2026

At Raymond James, we're committed to helping you make informed, confident financial decisions. This year, we've prepared tax reference cards for seven key provinces to help you navigate the upcoming tax season.
Each card highlights the latest federal and provincial tax rates, contribution limits, and other essential information.
https://www.raymondjamesconnect.com/a8GVP6

01/23/2026

We have seen a huge influx of questions around American citizens relocating to Canada in the past several months. As Cross-Border licensed advisors, We Have a Plan For That.

www.hurlyowenwealthadvisory.com

06/03/2025

The "One Big, Beautiful Bill Act" marks a pivotal step in advancing President Trump's second-term agenda. Section 899, called Enforcement of Remedies Against Unfair Foreign Taxes, if enacted, would have a negative impact on Canadian investors.
Learn more.

raymondjames.ca