Cross-Border Clients
We help Americans and Canadians who find themselves in the unique situation of having investment accounts on both sides of the border. Whether you are a Canadian resident moving to the U.S., an American living in Canada, or a U.S resident who expects to inherit Canadian dollars, we can help.
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Canadians tend to move to the United States to try to escape the cold or to follow an employment opportunity. When they do, they can find themselves in the unfortunate situation of being 'orphaned' by their existing Canadian-based investment advisor, as most Canadian investment advisory firms are not properly registered to do business with Canadians in the United States.
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An American living in Canada can also end up in the unfortunate situation of being 'orphaned' by their existing U.S.-based advisor, as most U.S. broker dealer and investment advisory firms are not properly registered to do business in Canada.
We are licensed and regulated in both Canada and the U.S., and work closely with clients to translate their personal needs into a strategy for their cross-border accounts. We can also advise clients on cross-border issues such as PFIC rules, IRA and 401(k) rollovers and we maintain professional networks to assist with planning, taxation and legal services.
