Detailed planning is OUR CORE CAPABILITY

Our principle belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and resolving any gaps that may have previously been overlooked.

The members of our team work together to diligently apply their decades of cumulative industry knowledge and experience to skillfully analyze, research and strategize on your behalf.

Our goal is to serve as your trusted financial partner and thoughtful investment mentor, and transform your current success into a plan designed to move you toward the future you envision.

Cross Border Financial Planning

Auctus Advisory Group is a cross border tax and financial planning group with extensive experience working with Canadians moving to the US, Americans moving to Canada, or employees being relocated between both countries. There are many factors that go into a change in residency between Canada and US. A move of this nature is complex as it involves understanding laws in multiple jurisdictions and how they interact. It is our experience that prior to making a decision of this nature it is prudent to prepare a Cross Border Financial Plan to address these concerns and in order to ensure a smooth transition of residency while minimizing tax and avoiding costly mistakes.

We work with families to craft a highly customized financial plan with well defined goals following the guidelines set up by the Certified Financial Planning Board of Standards. Life is not static, nor is a financial plan. Through ongoing discussions and reviews, we will help you navigate the challenges and opportunities that life brings; keeping you on track toward your financial goals.

Financial Planning Services:

  • Cross-Border Investment Management and Financial Planning
  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Trust & Estate Planning
  • International Taxation & Tax Planning
  • Home & Investment Property Purchase Analysis
  • Gifting & Philanthropic Strategies

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.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger