Areas of Expertise
Cross-border financial planning
Holding or transferring assets across the border isn’t always straightforward. Our thorough understanding of both U.S. and Canada’s financial, fiscal and legal frameworks will ensure a plan that maximizes these assets’ earning potential while minimizing exposure to unfavorable tax consequences and penalties.
retirement planning
Facing retirement can be a stressful reality. We can help take the guesswork and anxiety out of what lifestyle choices you can comfortably introduce to your retirement without having to worry about outliving your assets.
estate & legacy planning
Whether you’re looking to integrate charitable giving into your legacy or simply want to leave behind an estate that your family will benefit from, proper planning beforehand can go a long way.
Dealing with divorce
While the financial and legal implications of being newly single will differ for everyone, planning for the changes to come can help put some of your worries at ease during this difficult time.
Insurance planning
The right types insurance and the appropriate coverage can make the difference for you and your family if and when life altering events occur
