Cross-Border Investors

Canadians Relocating to the U.S.

Strategic management of TFSAs, RRSPs, RESPs and Canadian real estate investments.

For Canadian residents moving to the U.S., we offer a seamless and consolidated approach to cross-border investment management with strategic management or transfer of your TFSA, RESP, RRSP and Canadian real estate. 

We’ll ensure you understand the tax and legal implications of your cross-border investments, and create a plan to transfer, manage and optimize your investment portfolio, taking future moves into account.

Book a Complimentary Consultation