CROSS BORDER
WEALTH MANAGEMENT personalized solutions for you and your family

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Whether you're an American living in Canada, or a Canadian moving to the US or returning from living in the US, we can help manage your complex cross border investment needs.

There is a multitude of securities and tax legislation to navigate - we can help you with that. We apply our expertise and work in partnership with cross border tax and legal professionals to smooth out your ride.

By working with us, you will gain a better understanding of your present situation and benefit from the vision, guidance and support we offer to help you make informed decisions to reach your objectives.


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CROSS BORDER
WEALTH MANAGEMENT personalized solutions for you and your family

Schedule a call

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Bernardine Perreira, CFP®, TEP
Wealth Advisor
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Greg Mervar, CFP®, BA Economics
Wealth Associate
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Thomas Mcwhirter, BCom (Hons)
Wealth Advisor Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

CROSS BORDER
WEALTH MANAGEMENT personalized solutions for you and your family

Schedule a call

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
Price is what you pay. Value is what you get.
Warren Buffett