WHAT WE DO

Cross-Border Wealth Management

Our 30 years of combined global experience helps make sense of an ever connected world. We can help bridge borders and simplify your life. Our diverse experience, skill sets and backgrounds help us approach challenges from multiple angles. This dynamic creates better solutions for clients.

Our unique experience and investment platform allow us to offer integrated solutions for clients with both Canadian and U.S. assets. Whether it’s an IRA or RRSP, we can help you manage both.

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Financial Planning

Whether your goal is retirement, funding your children’s education, or passing your wealth to the next generation, you need a plan. Financial planning is the cornerstone of a successful investment experience. We help you identify your goals, and chart a course to reach them regardless of what side of the border they fall on.

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Investment Management

We design global portfolios using index based solutions. This allows clients to keep more of their return while minimizing taxes. Our belief in keeping it simple and focusing on what you can control guides our investment process.

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Tax & Estate Planning

It’s not what you make but what you keep that matters. We focus on maximizing after-tax returns, keeping as much as possible for you and your estate. We will work with your existing team of tax and estate professionals, or help you create your own cross-border team of advisors.

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