We provide Canadians with professional financial services and expert advice in the United States including banking products, U.S. mortgages, currency exchange services, financial and estate planning and, cross border accounting. Learn about all the U.S. financial products and services available to Canadians by selecting the categories below.

US Mortgages for Canadians

U.S. Mortgages for Canadians

We work with Canadian and US mortgage banks, lenders, and brokers to find you the best mortgage on both sides of the border.

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US Currency Exchange for Canadians

Currency Exchange Program

We provide currency brokering to help you get the best exchange rate when transferring money between Canada and the US.

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US Cross Border Tax Planning for Canadians

Cross Border Tax Planning

Our cross border tax planning team will assist you in implementing an efficient cross border tax strategy.

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US Financial Planning for Canadians

Cross Border Financial Planning

Cross border financial planning can be complicated so we have partnered with professionals in Canada and the US.

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US Banking for Canadians

Banking in the USA

Our US banking partners provide Canadians cross border banking services including debit and credit accounts and more.

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US Estate Planning for Canadians

Cross Border Estate Planning

Estate Taxes are very different in the US. There are many factors that need to be considered and thought of well in advance.

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