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Investment Services
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.
Investment Services
Advisors and portfolio managers licensed in both Canada and the United States.
When you need it: Your current advisor cannot manage accounts in the country you are moving to, or you want one plan for both.
Request an introduction
Requests are delivered to info@crossborderwealth.ca. You will hear back within two business days.