We provide Cross-Border Wealth Management advice and solutions to both American and Canadian citizens resident in the US and Canada.
Benefiting from mobility and opportunity, North American families often find themselves managing increasing financial complexity due to legal, tax, investment, regulatory, estate and foreign exchange considerations.
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.