Cross Border Clients

HELPING YOU NAVIGATE CROSS BORDER CHALLENGES

We help Americans and Canadians who find themselves in the unique situation of having investment accounts on both sides of the border. Whether you are a Canadian resident moving to the US, an American living in Canada, or a US resident who expects to inherit Canadian dollars, we can help.

How? We are licensed and regulated in both Canada and the US, and work closely with clients to translate their personal needs into a strategy for their cross-border accounts. We also advise clients on cross-border issues such as PFIC rules, IRA and 401(k) rollovers, and we maintain professional networks to assist with planning, taxation and legal services.

SOME OF OUR SERVICES INCLUDE:

  • Wealth and Investment Management
  • Retirement Planning
  • Estate and Trust Planning