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 protecto 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 Canadian Tax and local compliance.

We Work With

RRSP/RRIF/TFSA Reviews

If you have a RRSP´s RRIF´s or TFSA´s then you should review the options as non-resident Canadians. Do you withdraw? What are the tax implications? What are the tax benefits? You should considerall the benefits of transferring in the context of your new life and country of residence.

Non-Resident Tax Planning

We offer complimentary and regulated cross border tax advice, specialising in annual tax returns, exit tax and capital gains reviews and interesting Section 217 reporting benefits.

Offshore Accounts and Tax Efficient Savings Options

As non-resident Canadians there are many options available in tax neutral jurisdictions. With over 25 years of experience giving offshore financial advice we are perfectly positioned to explore options based upon your individual situation.