Our experienced team of cross border professionals assist clients throughout Canada and the US on a variety of tax, financial, immigration and legal issues. Specific services include:

  • US-Canada cross border tax and estate planning
  • US-Canada cross border tax preparation
  • Non-resident tax planning and preparation
  • Cross border investment and wealth management
  • Cross border investment transfers including inheritances
  • Cross border venture capital and seed capital facilitation
  • Cross border legal issues including setting up of trusts and estate planning
  • Immigration issues related to moving to Canada and moving to US

As seen on the Wealthy Life

To contact of of our professionals please complete the following contact form and one of our team members will be with your shortly.