Cross-Border Advisors

A cross-border advisor can help you minimize your tax burden and develop a unique portfolio.

Cross-Border Wealth Managment

Managing your cross-border investments effectively is key—no matter where you live.

Canadians Moving Back Home

Minimize your taxes and optimize your cross-border financial plan and investment portfolio.

Americans Moving to Canada

Nobody wants a hefty tax hit the first year they’re living in a new country. We can help.

Inheriting an IRA

Inheriting an Individual Retirement Account (IRA) while living in Canada comes with complications.

Wealth Management in Canada

A good wealth management team will be there for you at every important financial milestone.

Canadian Financial Planning

Your financial plan is a blueprint for your financial future and should be updated regularly.

Transferring Your Account

Transferring your account from one investment firm to another is easier than you might think.

Expat Financial Planners

Work with specialists who understand all aspects of your cross-border situation.