For Canadians with U.S. citizenship or assets, Americans settling in British Columbia, and cross-border professionals across Metro Vancouver — fee-only, fiduciary planning across the 49th.
Vancouver and the Lower Mainland are home to one of Canada’s largest cross-border populations — U.S. citizens and green-card holders living in B.C., Canadians holding U.S. brokerage, IRA, or 401(k) accounts, and professionals moving between Vancouver and the United States for work. Each of those situations comes with a tax and reporting puzzle that ordinary advisors aren’t built to solve.
From our Vancouver office in the West Hastings financial district, we coordinate tax, retirement, investments, and estate planning across the Canada–U.S. border — whether you’re a U.S. citizen navigating FBAR and the TFSA trap, or a Canadian trying to make sense of U.S. accounts left behind. As a fee-only, fiduciary firm, we never sell products or accept commissions.
Our founder holds the CFA charter and CFP® designations in both Canada and the United States — and has lived the cross-border move firsthand. That combination is rare, and it’s exactly what these situations call for.
Every service we offer is built around the Canada–U.S. border — available to clients across Vancouver and the Lower Mainland.