How do I get started with 49th Parallel Wealth Management?

It’s easy! Just book a free consultation through our website or give us a call. We’ll discuss your unique situation and outline how we can help you achieve your financial goals on both sides of the border.

Do I need to have a high net worth to work with you?

Not at all! We work with clients at all stages of their financial journey—from young professionals just starting out, to retirees with complex cross-border needs. Our goal is to provide value, clarity, and peace of mind to everyone we serve.

What services do you offer besides investment management?

In addition to investment management, we offer retirement planning, tax strategies, estate planning, and currency management all tailored for cross-border clients. We take a holistic approach to ensure every part of your financial life works together smoothly.

Can you help with both Canadian and U.S. domestic only individuals?

Yes! We specialize in cross-border complexities, but we also help with domestic only clients as well. In other words, if you only have Canadian interests we can assist and vice versa.

: What makes 49th Parallel Wealth Management different from other financial advisors?

We specialize in cross-border financial planning for Canadians and Americans. Which in turn makes us qualified to help in all areas including domestic financial planning as well. Our team understands the unique tax laws, investment strategies, and retirement rules on both sides of the border. We focus on simplifying complex issues so you can achieve long-term financial success no matter where life takes you.

49^TH ParallelWealth Management

Cross-Border Wealth
Overview For Americans For Canadians
Investment Management
Overview For Americans For Canadians
Financial Planning
Cross-Border
Retirement Planning
Cross-Border For Canadians
More services
Cross-Border Tax Estate Planning
Education Planning Risk Mitigation
All offices Scottsdale, AZ Vancouver, BC
All tools Cross-Border Day Tracker Substantial Presence Test Calculator OAS Clawback Calculator RRIF Minimum Withdrawal Calculator RESP Withdrawal Planner RRSP vs TFSA vs FHSA Canada–U.S. Tax Treaty Guide
All insights FAQ Q&A with Lucas Helpful Links & Guides The Quarterly White Papers & Guides Tax Form Hub
About the firm The Book
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