Who We Help

The clients who typically benefit the most from our services:

  • Want tax planning, tax preparation, assistance with estate plan design and someone to manage their investment portfolio in Canada and the US
  • Want tax planning, tax preparation,
  • Have 3-6 months prior to their planned move
  • Believe in proactively planning out their finances to achieve their goals
  • Have an investment portfolio of $500K+ which usually translates to a net worth of $1M+
  • Are willing to pay for the right advice, which can be upwards of $5,000+

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