Offering Cross-Border Wealth Management Solutions

WEALTH MANAGEMENT SOLUTIONS FOR CANADA AND THE UNITED STATES

Cross-border moves can have financial implications going beyond borders and affecting your financial well-being. We are dually licensed advisors, registered in both Canada and the US, meaning we can be a single central point of contact for all our clients’ cross-border accounts.

You avoid extra foreign exchange fees that can happen with cross-border transactions when your firm is not dually licensed and you can simultaneously hold Canadian and US registered accounts, all from one place. By being registered in both countries and well connected to other cross-border centers of influence, we can offer you more than just a Canadian wealth management solution. We can offer you a holistic wealth management solution and coordinate your entire portfolio of assets to keep you on track to achieving your financial goals.

SOME OF THE ACCOUNTS WE MANAGE FOR CLIENTS OR PARTNER WITH OTHERS TO PROVIDE INCLUDE:

  • RRSPs and RRIFs for Canadians living in the US.
  • RRSP’s for Americans working in Canada.
  • IRA/ROTH IRA and 401(k)s for US and Canadian residents with US sourced income.
  • Investments for Americans wanting Canadian securities.