Two offices, one team. We meet clients in person in Scottsdale, Arizona and Vancouver, British Columbia — and work with cross-border households throughout the U.S. and Canada by phone and video.
Cross-border life rarely keeps you in one place — so neither does our practice. Whether you’re wintering in Arizona, settled in the Lower Mainland, or somewhere between the two, we work the same way: a fee-only, fiduciary team that plans across both countries’ tax, retirement, and estate systems at once.
Our two offices anchor us on each side of the border, but most of our work happens by secure video and phone. If it’s easier to meet in person, you’re always welcome — in Scottsdale or in Vancouver.