Our Transition Experience™

Discover the Difference

We stand out from any other Financial Advisory Firm. Period.

As you may have come to realize, information on Canada/US tax and financial matters is in short supply in Canada and the US, never mind trying to find a qualified professional in your local area. The reason for this is the government authorities barely know it, there is no school to learn it and it takes Canada/US transition planners 7+ years to develop through on the job experience. Further, it is rarer yet that these advisors have lived in Canada and the US to build up their own personal experiences and expertise on both sides of the border. We have all of this and have been doing it since 2001.

one stop services financial advisors

One Stop Services

Whether it be Canada/US tax planning and preparation, managing stranded investments in Canada (RRSPs/RRIFs) or the US (IRAs/401ks) or helping you design an estate plan for heirs living in the other country, we can service all of your financial needs in one company . . . nobody has been doing it longer.

Personal Approach

We have designed the firm of the future which enables us to manage our money like we manage yours . . . with prudence and where we can get a return.

Traditional financial firms have opulent offices, in exclusive parts of town filled with large numbers of well dressed employees ushering you into a meticulous boardroom containing a large oak table, leather chairs, cherry-wood walls and marble floors where you are offered the finest selection of beverages. Your “financial team” takes a seat on one side of the table as you take a seat on the other where by now, you are secretly admiring how well-groomed and well-dressed they are. They begin to espouse the size of the firm, how many awards they have won, quotes in the media and the countless folks they have helped. Then . . . you start to wonder how much all of this is going to cost and the response is its free! Hidden commissions, trailers and other “under the table” compensation makes you realize who is paying for it all. They assign you an associate, skip learning anything about you and dive right into the “investments” you should be holding.

Opulent offices? We say no! We work out of our home offices with office space available as needed. We meet across our desks where the conversation starts with you, and what you are trying to achieve, not about us, portfolio returns or tax savings.

Armani suits, slick hair and Rolex watches? Nope! You will find us dressed in a nice pair of khaki pants and a button down shirt offering you a coffee or pop in a relaxed, casual environment to minimize the formality and intimidation these other firms use to make like they are “experts.” With us, we want to foster a comfortable environment where we can get to know you, talk about your personal situation, how we can help and whether we should commence a journey together. Its about establishing trust so we can build a relationship! Many of our clients have hired us sight unseen because of our geographic differences but our investment in technology allows us to be right there with you all along the way. The result? A long term engagement that makes sense for everybody involved.

We have helped hundreds of Canada/US clients over the years

A Wealth of Experience

We have helped a select group of Canada/US clients over the years and as a result, have perfected a unique comprehensive planning process. Our proven approach ensures we cover all the details so you maximize the opportunities and minimize the pitfalls in your complex Canada/US financial situation. Knowing nothing has been missed, you will gain confidence in moving forward with your transition, giving you peace of mind along the way. No other company has done it longer.

Our Goals and Values

Our Network

Since we live and continue to work in both countries, we have built a large network of family, friends and professional relationships across the United States and Canada. No matter what your situation, we have someone who can be brought to the table to advise on it!

There are a larger number of folks that focus on preparing tax returns, but very few that can pull all aspects of your tax, estate, investment and financial picture together in a coordinated, Canada/US financial plan aimed at achieving your objectives. How does your advisor stack up? Click here to receive a free Transition Planner Interview Checklist!

Our People

Network across Canada and USA