Whether you’re moving across the border, managing assets in both countries, or just have a question, the first step is a simple conversation. There’s no cost and no obligation — just clear answers about your situation.
Grab a complimentary cross-border consultation at a time that works for you.
See available times →Reach the team directly at info@49thparallelwealthmanagement.com.
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Subscribe →We work with clients across Canada and the United States — from the desert to the tundra. As a fee-only, fiduciary firm, our first conversation is always complimentary.
Pick a slot below for a free, no-obligation consultation. We’ll talk through where you are, where you’re headed, and whether we’re the right fit — with clear next steps either way.
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’ll 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.