Offering Cross-Border Wealth Management Solutions

Offering cross-border wealth management solutions

We specialize in comprehensive wealth management solutions for both US and Canadian clients, and take pride in simplifying the complexities inherent in managing wealth across borders. From navigating tax implications to optimizing investment strategies, to ensuring compliance with regulatory requirements — we streamline the entire process for our clients. Our expertise and dual licensing allows us to oversee your accounts in both countries, eliminating the hassle of dealing with multiple advisors and the requirement for a rollover or taxable withdrawal to your country of residence. We assist with a variety of account types, including:

  • 401(k) savings plans and 403(b) annuity plans
  • Traditional IRAs, Roth IRAs, SEP IRAs, and Rollover IRAs
  • Trust accounts, loan advance accounts, estate accounts, and separately managed accounts (SMAs)
  • Corporate accounts including LLCs and LPs

Whether you are a Canadian resident moving to or residing in the US, or an American moving to or living in Canada, or an expatriate living abroad, we can help.

Ready to simplify your cross-border finances?