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.
A complimentary cross-border consultation at a time that works for you.
See available times →Reach the team directly at info@49thparallelwealthmanagement.com
Send an email →Securely share your details ahead of time so our first talk goes further.
Open the secure form →Join The Quarterly for plain-language guidance on living between two countries.
Subscribe →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.
Tell us a little about your situation and we'll get back to you, usually within one to two business days.
A complimentary call to understand where you live, what you hold, and what you're trying to figure out.
We tell you clearly whether we can help, what that would look like, and what the next step would be.
No obligation. If we're a fit, we move forward together; if not, you leave with useful direction.