Trusted Advice. Tailored Wealth Strategies.

When your assets or retirement plans span the U.S.–Canada border, choosing an experienced financial advisor who can help navigate the differing tax rules, account types, and regulatory systems is essential. With dual licensing, we offer ongoing advice and portfolio management for both Canadian and U.S. investments, delivering a truly holistic and efficient approach.

Whether you're a Canadian moving to the U.S., an American relocating to Canada, or someone who has financial interests in both countries, our cross-border wealth team is here to help you plan a smooth financial transition. At Latta Wealth Management, we’re not just advisors, we’re dedicated cross-border financial specialists, fully licensed in both Canada and the U.S. We help you navigate complexities, minimize tax exposure, and build a clear, customized strategy that works on both sides of the border. As your partner, we’re committed to helping you move forward with clarity and confidence.