Contact us

Let's start the conversation.

Whether you're moving across the border, managing assets in both countries, or just have a question, the first step is a simple conversation — no cost, no obligation, just clear answers about your situation.

Ways to reach us

Choose what's easiest for you.

Book a call

Find a time that works for you.

We work with clients across Canada and the United States — from the desert to the tundra. As a fee-only, fiduciary firm, the first conversation is always complimentary.

Send a message

Prefer to write to us?

Tell us a little about your situation and we'll get back to you, usually within one to two business days.

What happens next

Simple, and no pressure.

01

We talk

A complimentary call to understand where you live, what you hold, and what you're trying to figure out.

02

We map it out

We tell you clearly whether we can help, what that would look like, and what the next step would be.

03

You decide

No obligation. If we're a fit, we move forward together; if not, you leave with useful direction.

49th Parallel Wealth Management is a registered investment adviser; advisory services are offered only where the firm is registered or exempt. Nothing on this page is tax, legal, or investment advice. Offices in Scottsdale, AZ and Vancouver, BC.