A breadth of services to serve a variety of needs
Count on us for COMPREHENSIVE FINANCIAL COUNSEL
The comprehensive financial planning we provide is designed to bring a new sense of order and organization to your financial life and help ensure that there are no gaps or surprises, and that no matter goes unaccounted for.
Knowing you well is another essential part of the equation. It’s what makes the plan personal. Understanding all the details, and how to address them, is what makes the plan work specifically for you – in an organized and methodical manner that accurately reflects who you are and the objectives you want to achieve.
This is what will ultimately enable us to serve as the knowledgeable financial counsel you can count on.
We offer one-stop solutions for:
- RRSPs and RRIFs for Canadians living in the U.S.
- RRSPs for Americans working in Canada
- IRA/ROTH IRA and 401(k) rollovers for Americans living in Canada
- Discretionary and non-discretionary portfolio services in both currencies for selected accounts
- IRA/ROTH IRA and 401(k)s for Canadians working in the U.S.
- Investments for Americans wanting Canadian securities
- Investment accounts for U.S.-resident children of Canadian-resident parents
