CROSS BORDER
WEALTH MANAGEMENT
personalized solutions for you and your family
High Net Worth Families
Whether you're an American living in Canada, or a Canadian moving to the US or returning from living in the US, we can help manage your complex cross border investment needs.
There is a multitude of securities and tax legislation to navigate - we can help you with that. We apply our expertise and work in partnership with cross border tax and legal professionals to smooth out your ride.
By working with us, you will gain a better understanding of your present situation and benefit from the vision, guidance and support we offer to help you make informed decisions to reach your objectives.
CROSS BORDER
WEALTH MANAGEMENT
personalized solutions for you and your family
Dynamic thinking makes a difference
We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.