PERSONALIZED
CROSS BORDER
WEALTH MANAGEMENT
providing solutions for you and your family

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.

PERSONALIZED
CROSS BORDER
WEALTH MANAGEMENT
providing solutions for you and your family

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, 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.

PERSONALIZED
CROSS BORDER
WEALTH MANAGEMENT
providing solutions for you and your family


Price is what you pay. Value is what you get.
Warren Buffett