Cross Border Financial Planning for Canadians

U.S. Investments | Canadian Investments | Global Wealth Management

We work closely with experienced financial advisors who are registered in both Canada and the United States. Our team offers integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US. Having financial assets in more than one country can be complicated but our team is here to ensure you have the best advice to manage all your foreign and domestic investment portfolios.

We are the #1 resource Canadians rely on for all their cross border financial needs!

Cross Border Investment Planning for Canadians

Canadian Investment Accounts, RRSP’s, RRIF’s

U.S. Investment Accounts, IRA’s, 401K’s

Canadian & U.S. Pension Plan Management

Foreign Investment Portfolio Management

Cross Border Tax and Estate Planning