Cross Border Investment Services

 

Bespoke Financial Advice and Investment Management on Both Sides of the Border

Our structure and licensing give us the unique ability to operate independently and provide unbiased services and advice to our clients with citizenship and/or residency on either side of the border.

Total Wealth Solutions wheel 

Our Services

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Our Philosophy

We operate under a unique, individualized private family office approach, as financial service providers, not financial product sellers.

The only way, the right way, to provide true wealth management services is on a client-first basis. Period.

Our approach has nothing to do with selling you products that ultimately make a big firm more money and might benefit you. Our approach has everything to do with managing your wealth prudently and selecting investments for you that we also own personally ourselves. We manage your wealth so that every dollar you invest is benefitting you first and foremost to the maximum extent possible. Our success is a direct biproduct of this approach, so by truly focusing on your needs above all else, our interests are aligned.

Who We Work With


The art is not in making money, but in keeping it
- Proverb