Resources / Trusted Professionals

Trusted Professionals

When a question needs a licensed professional, we connect you with someone who works across the border every day. Every firm in the network is reviewed for cross-border experience, licensing in the relevant jurisdictions and client conduct.

Immigration Assistance

Work visas, permanent residency, citizenship and status planning in either direction.

Cross-Border Tax

Dual filing, treaty elections, departure and arrival planning, voluntary disclosures.

Real Estate

Agents and lawyers experienced with non-resident buyers and sellers on both sides.

International / Cross-Border Legal

Wills, trusts, business structuring and family law that spans two jurisdictions.

Moving & Relocation

Movers, customs brokers and settlement services familiar with cross-border moves.

Investment Services

Advisors and portfolio managers licensed in both Canada and the United States.

Request an introduction

Requests are delivered to info@crossborderwealth.ca. You will hear back within two business days.