We offer cross-border investment and financial planning services to individuals and families whose financial concerns lie on both sides of the Canada and U.S. border.
Our cross-border financial advisors are dually licensed in Canada and the U.S.
We help Americans and Canadians who have Investment Accounts on both sides of the border.
We understand the complexities of navigating the tax laws between Canada and the U.S.
Our team is committed to helping you understand and simplify your cross-border financial concerns, so you can pursue the opportunities ahead of you with confidence.
Who We Help
- Canadians living in the U.S.
- Americans living in Canada
- Expatriates living abroad
- Canadians moving to the U.S.
- Americans moving to Canada
- Rollover IRA from 401(K)
- Traditional IRA
- Inherited IRA
- ROTH IRA
- SEP IRA
- 403(b) Annuity Plans
- Estate Accounts
- Trust Accounts
- IRAs for Americans living in Canada
- IRAs for Canadians living in America
- RRSP and RRIF
- LIRA and LIF
- TFSA
- FHSA
- RESP
- Separately Managed Accounts (SMA)
How We Help
Our team can help you with navigating the complexities of cross-border investments and financial planning.
Individuals and families often encounter the following cross-border issues:
401(k) in Canada
Can You Transfer An IRA Into an RRSP?
Transfer a 401(k) to an IRA in Canada
Financial Planning
Inherited an IRA in Canada
Investment Management
One Advisory TeamManaging Your Cross-Border Investments
We are able to manage your assets and investment accounts on both sides of the border through a single relationship. The benefit of consolidating your U.S. and Canadian accounts with one advisory team includes the reduction of investment management fees and ensuring accurate asset allocation, tax efficiency, and estate planning strategies.
Our team will develop an investment and financial plan that serves you now and into your future.
Canadians Living in the U.S.
