U.S. Financial Services

Exclusively for Canadians

U.S. Mortgages | Currency Exchange | Tax Planning | Investments | Banking

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

We are the #1 resource Canadians rely on for all their U.S. financial needs!

Currency Exchange

We provide Canadians with exclusive discounted currency exchange rates to save you money.

U.S. Mortgages

We help Canadians select and qualify for the best U.S. mortgage rates and products from over 20 U.S. lenders.

U.S. Tax Planning

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

U.S. Investment Planning

We provide cross border financial planning to help Canadians manage their Canadian and U.S. investments.

U.S. Banking

We help Canadians establish U.S. banking products including bank accounts and credit cards.

We work with top-rated U.S. financial service providers serving Canadians