Let us connect you with the right Expert on our Team

Please answer the questions below and we will connect you to the right person on our team. PLEASE NOTE: Due to high demand for consultations, we are not able to accommodate all requests. However, we will do our best to provide some alternatives to help assist in cases where we cannot provide a consultation.

First Name *

Last Name *

Email *

+ Additional Guests

Mobile Phone *

Where Do You Currently Reside? * This field is required.

United States

Canada

Other

Check All That Apply * This field is required.

US Citizen

US Green Card Holder

Canadian Citizen

Permanent Resident in Canada

Other

Employment Situation * This field is required.

Currently Working

Retired

Are You Planning To Move In The Next Year? * This field is required.

Yes

no

Marital Status * This field is required.

Single

Married

Complicated ;)

Do you currently have a cross border accountant? * This field is required.

Yes

No

Looking for one

What Was Your Combined Household Income Last Year? * This field is required.

0-$100k

$100k-$200k

$250k-$500k

$500k+

What Types Of Accounts Do You Currently Own In Canada? * This field is required.

RSP

RIF

TFSA

RESP

Open (taxable)

None

What Types Of Accounts Do You Currently Own In The US? * This field is required.

401k

IRA

Roth IRA

Trust Account

Brokerage (Taxable)

403b Plans

None

Combined Investment Account Value in US & CA * This field is required.