Cross-Border Investors

Canadians Living in the U.S.

Retain your assets where they originate with a cross-border investment plan.

If you’ve relocated to the U.S. but prefer to keep assets in Canada, we offer strategic cross-border management with a long-term approach to optimizing assets where they originate. 

For Canadians currently living in the U.S. but planning to return to Canada, we’ll ensure your cross-border assets are optimized for eventual retirement in Canada.

Book a Complimentary Consultation