Cross Border Investment Strategies Built for Lives and Assets Spanning the U.S. and Canada Biscop 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.

We help simplify Cross-border Complexities

Moving from the U.S.
to Canada




Cross-border U.S.
inheritance in Canada




Americans living in
Canada




ONE OF THE MOST COMMON QUESTIONS OUR CLIENTS ASK IS:

“How do I manage my U.S.-domiciled IRA and preserve its tax-deferred treatment while living in Canada?”

Whether you’re a Canadian investing in U.S. markets, an American living in Canada, or a business owner operating on both sides of the border, you may need a strategy that considers both Canadian and U.S. tax rules.

Working with a dual-licensed cross-border financial advisor can help you:

• Reduce the risk of unnecessary tax exposure from liquidating qualified U.S. retirement accounts

• Navigate the complexities of cross-border wealth management between Canada and the U.S.

Reach out today to discuss your unique situation with a cross-border financial advisor at Biscop Cross Border Investment Services .



U.S. and Canada flag

OUR PHILOSOPHY IS SIMPLE: TO PROVIDE A QUALITY CROSS-BORDER INVESTMENT SERVICE IN THE BEST INTEREST OF OUR CLIENTS.

Our philosophy is simple: to provide a quality cross-border investment service in the best interests of our clients.

We know that moving between Canada and the U.S. can immobilize investment accounts due to the complexities of two very different regulatory systems. Which is why finding an experienced cross-border investment advisor is necessary to help manage your unique cross-border situation.

We are confident that our cross-border services will allow you to focus on your move instead of worrying about your finances as you cross borders.

We have a unique skill set in the niche cross-border investment space. We believe that our breadth and depth of experience allow us to provide a truly unique cross-border service.

Our unique cross-border skill set:

• Our number one rule: protect the capital.

• We personally invest in everything that our clients invest in.

• 20 years in business and 10 years in the cross-border investment industry.

• Our team has 120 years of combined experience in the professional financial services industry.

• We do not sell standardized investment products. We are under no mandate to sell any firm products to you. There is no conflict of interest here.

• We follow a fee-for-service model to best serve the interests of our clients.

• We use proprietary investment research; we do not follow the crowd.

• Our goal is to provide maximum benefit for our clients, specifically tailored to their unique situations.

How to begin your cross-border journey:

• Contact us to schedule a call.

• Meet with a cross-border investment advisor.

• We will develop a plan for your unique situation.

• During this journey, we will be here with you.

Reach out today to discuss your unique situation with a cross-border financial advisor at Biscop Cross Border Investment Services .



Meet the Team

Stephen Bishop
Stephen Bishop
Investment Advisor
Lisa Muise
Lisa Muise
Licensed Investment Advisor Assistant
Heather Bishop
Heather Bishop
Licensed Investment Advisor Assistant
Lee Scully
Lee Scully, CFA
Associate Investment Advisor
Justin Bishop
Justin Bishop
Business Development Associate