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

Find out more

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

Our Process

Develop

The appropiate strategy to protect your wealth.

Deploy

Implement what we believe is the best financial plan for you.

Deliver

Ensure your satisfaction every step of the way.

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

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

blackrock
rl360
fidelity
ishares

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

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

Senior Associate

María Isabel Fara

Associate

Nadine Reyna

Associate

Get in Touch

info@ci-northamerica.com
North American Office
+1 832 871 5280
Warren Ferguson
+507 6444-8089
David Clark
+507 6377-6675

Request a Free Consultation





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