An elevated advisory experience


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Making money – and knowing how to manage it – are two profoundly different skills.

As an integral part of our private client portfolio management services, we have the professional resources to provide comprehensive financial planning, including retirement, tax, and estate planning. We also offer a broad range of corporate services for our institutional clients.

Adhering to the longstanding Raymond James principle of putting the client first, we strive to build lasting relationships by ensuring the highest level of integrity, quality of advice, and long-term investment results.

Scott Yates Cross Border Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

Information & insight

Fast Takes on Market Trends
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Markets & Investing
The tariff threat train continues to roll.
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Markets & Investing
On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.
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Tax Planning
International Women’s Day (IWD) provides an opportunity to recognize the achievements of women across all aspects of life while advocating for gender equity.
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Life Events, Lifestyle & Technology
On February 27, 2025, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2025 budget.
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Tax Planning
On February 18, 2025, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2025-26 budget.
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Tax Planning
Owning a U.S. property and travelling south to enjoy the sunshine...
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Tax Planning
Watch our latest Client Insights webinar.
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Retirement & Estate Planning
Tariffs continue to cloud an otherwise good outlook.
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Markets & Investing
Fast Takes on Market Trends
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Markets & Investing
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