Offering Cross-Border Wealth Management Solutions

One Advisory Team Two Countries

Our cross border offering is centered around providing Canadian and US investors with a single, consolidated, wealth management solution regardless of where they are currently living or working.

Canadian and US currency investments (and accounts) are available to investors on either side of the border. Uniquely licensed in both Canada and the United States, our group has developed specialized expertise in the field bringing clarity to complex cross border issues.

cross border info graphic

  • Types of Accounts We Manage
  • Potential Issues for US Tax Filers
  • Solutions
  • Canadians Moving to the United States
  • Americans Living in Canada
  • US Residents Inheriting Canadian Dollars
"A series of complications arose because of our investments and tax filing obligations when my partner and I retired to Canada after careers in New York. However, the team was able to bring everything in line with a plan that also covered - and exceeded - our retirement goal."
- Caryn K. & Margaret P.
Retired
Toronto, ON and New York, NY