Your partner and guide helping US and Canadian Expats achieve their personal financial goals
We help non resident US and Canadian Expats manage their investment portfolios in a cross border tax compliant manner
Schedule a free 30 minutes session
Regulated Fee Based Advice options
You select the way you wish to engage our services to manage your account. Choose from flat retainer, hourly rate or as a percentage fee related to the assets under management.


Complimentary Financial Review
With no charge we will review your retirement plans, offer complimentary cross
border tax advice, estate and inheritance planning and a bespoke Wealth Management Service
border tax advice, estate and inheritance planning and a bespoke Wealth Management Service
Bespoke Wealth Management Service
With over 25 years of experience, we have access to the world’s best money managers and biggest Institutions. We give ongoing support and conversant with all FATCA and PFIC compliance.

We Work With

Complimentary Financial Review
With no charge we will review your retirement plans, offer complimentary cross border tax advice, estate and inheritance planning and a bespoke Wealth Management Service.
UAP Retirement Annuity Plan
The UAP was created to meet and comply with all US regulatory and reporting
requirements, allowing US expat members to build offshore retirement funds in a tax neutral environment without the deduction of local or US Taxes
requirements, allowing US expat members to build offshore retirement funds in a tax neutral environment without the deduction of local or US Taxes

Regional director David Clark outlines expatriate financial services
Schedule a free 30 minutes session
Our Qualified Team
We help you see the world differently, discover opportunities you may never had imagined possible and achieve your financial goals
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Get in Touch
info@ci-northamerica.com
North American Office
+1 832 871 5280
Warren Ferguson
+507 6444-8089
David Clark
+507 6377-6675