The Benefits of a Single Advisor for Your Canadian & US Assets

If you have investment accounts on both sides of the border, or with various advisors, you may have experienced management and performance measurement challenges when evaluating your total portfolio.  

“If you can’t measure it, you can’t manage it”

In our experience, individuals with several accounts and crossborder investments often don’t realize that there are significant risks to having a fragmented investment approach that can hinder a productive retirement portfolio:

• A lack of proper diversification with some sectors ignored and opportunities missed.
• High redundancy, with significant overlap of similar positions and highly correlated funds and holdings.
• Impaired tax planning and portfolio structure, leading to management inefficiencies.
• No portfolio management with an eye towards currency and future cash-flow needs.
• Performance analysis becomes very difficult, if not impossible.
   

Partnering with accredited professionals to provide a 360-Degree approach to Crossborder Wealth Management

To provide comprehensive crossborder financial expertise, we’ve partnered with recognized independent tax, legal and estate professionals to ensure that your needs are met by experienced industry professionals.

In addition, if you have existing accounting and/or legal specialists that you work with, we will be pleased to establish a relationship and collaborate with them.  If not, we can recommend accredited individuals that will help you meet your goals.

The diagram above outlines what professional services our clients receive from us and can receive from our network of external partners.

Please visit our Crossborder FAQ page or 
contact us for more information.