Cross Border Financial Planning
for Canadians

Our cross-border team of financial planning experts helps you develop and achieve your personal and family financial goals. Our approach is to build a team around you specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance. Having assets in more than one country can be complicated so our team is here to ensure you have the best advice!

  • Investment Management
  • Wealth Planning
  • Trusts, Wills and Estates
  • Business Owner Planning
  • Credit and Insurance Protection

Ask About Cross Border Financial Planning