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Financial advice for Canadians living in the U.S.

Still have Canadian accounts after moving to the U.S.?

We make cross-border financial planning simple.

Fee-only advice for Canadians navigating two tax systems, currencies, and countries.

Book Your Free Cross-Border Strategy Call

Helping Canadians in the U.S. simplify their finances across borders — no products, no commissions, just clarity.

Let’s Work Together

Every month you delay could mean missed tax savings, investment mismatches, or double taxation risks.
Take 20 minutes now to make sure your cross-border plan works for you — not against you.

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