Two countries. One cross-border team.

 

If you are a U.S. resident or Canadian working or residing across the border with investment needs in either country, our team is one of the only teams in Canada that can help you efficiently deal with your wealth when you move into the U.S. or Europe, or from an international jurisdiction into Canada. We provide investment advice and wealth planning with professional financial planners who have considerable experience in serving wealthy clients with cross-border needs. We also have decades of experience investing in Canadian, U.S. and other foreign securities for individuals, joint, and registered plans. 

We have the capabilities to construct robust international portfolios comprised of individual stocks and bonds, ETFS and mutual funds, designed to achieve your personal goals. We can assist you before, during and after your transition south of the border or into Europe, managing your portfolio as well as your tax and estate planning needs. We have helped some clients prepare years in advance in some complex cases.

We also provide trust and estate planning expertise with licensed professionals who can work with your legal and tax advisors to address your cross-border trust and estate needs.

Our Cross-Border Partner

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Esther Kim, CFP®, CIM®, FCSI®

US Wealth Planning Advisor

Being pleasant and positive in nature, Esther has enjoyed helping clients and co-workers in the area of financial planning over 20 years. Adding value and clarity to financial plan, putting clients at the center of all plans are what she endeavours to achieve.

Esther has provided US-Canada Cross-Border Financial Plans for BMO Private Wealth clients for over 10 years. Being a Certified Financial Planner (FP Canada), she is registered with US FINRA to prepare and present financial plans to US residents. As a seasoned cross-border financial planner, she has presented specialized cross-border financial plans tailored to meet client’s unique financial situation, considering US/Canada public pensions, rules and issues around Retirement & Estate plan both side of border using US financial planning tool (eMoney and Money Guide Pro). Her typical clients are professional athletes and High Net Worth families with cross-border exposures and including complex financial structures such as Private Corporation, Family Trust, Executive Compensation, Foundation, etc.