Navigating your cross-border wealth with ease

 

We are uniquely equipped to offer expertise and guidance to help you simplify the complexities of your cross-border wealth. We provide personalized investment advice that reflects changing market conditions and your evolving needs as a cross-border resident.

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Laws and regulations

We ensure the management of your wealth is fully compliant with legislation and regulatory frameworks in both Canada and the U.S. – from taxes to immigration, currency conversion and more.

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Tax and estate guidance

We help you navigate the complexities of cross-border tax, paying close attention to Canadian and American tax regulations to minimize your tax burden, maximize deductions and navigate U.S. estate tax with confidence.

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Transition support

Whether you’re a Canadian thinking about a move across the border, returning from the U.S., or an American living in Canada, we aim to simplify your transition.

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Your wealth, all in one place

Managing your wealth on both sides of the border comes with its share of complexities. We are one of the few firms licensed to offer cross-border wealth management, so can manage your wealth in one place.