CROSS BORDER ADVANTAGE

We specialize in assisting cross-border families located in or moving between Canada and the United States.

Our experience, systems and professional relationships allow us to provide effective financial advice and solutions by utilizing a fully integrated, coordinated and disciplined process.

Clients that benefit from fully integrated cross-border investment management, tax, life event, legacy and protection planning are:

  • Business owners with companies in the US and Canada
  • Executives and professionals working and living in the US and Canada
  • Canadians and Americans retiring in the US or Canada
  • Americans and Canadians returning home
  • Canadians and Americans receiving or bequeathing inheritances on both sides of the border

We will support you and your family in navigating your cross-border implications and develop a clear, personalized and integrated financial and investment plan.

  • Our team and our professional colleagues have significant experience working with dual citizens living in Canada and the United States. We provide comprehensive financial planning advice and strategies while ensuring compliance with IRS and CRA tax code.

  • Our technology is unique and allows our team to be licensed in the United States and can support US and Canadian resident clients and investment accounts.
    By virtue of our US presence, our US tax reporting quality and accuracy is second to none for Canadian residents.
    Our team provides a single point of contact regardless of where you, your families and your accounts reside between the United States and Canada.

  • We believe in helping you simplify and fully integrate your US and Canadian financial planning, investment management needs and objectives.
    We navigate your complexity by working closely with accounting and legal professionals.