“I specialise in helping Canadian and US expats with Wealth Management and cross border tax advice”
- 25 years’ experience as Certified Financial Planner in Canada
- 25 years’ experience preparing Canadian Tax returns.
- US Series 65 qualified, Licensed US Advisory Representative
- 12 years living the expat dream in the Panama beach community of Farallon with wife Jen and Cocker spaniel Lilly
Get in Touch
info@ci-northamerica.com
+18 32 871 5280
