Offering Cross-Border Wealth Management Solutions

One Advisory Team Two Countries

Our cross border offering is centered around providing Canadian and US investors with a single, consolidated, wealth management solution regardless of where they are currently living or working.

Canadian and US currency investments (and accounts) are available to investors on either side of the border. Uniquely licensed in both Canada and the United States, our group has developed specialized expertise in the field bringing clarity to complex cross border issues.

cross border info graphic

  • Types of Accounts We Manage
  • Potential Issues
  • Solutions
  • Canadian Moving to the United States
  • Americans Living in Canada
  • US Residents Inheriting Canadian Dollars

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.