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.
First Name
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Last Name
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Email
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+ Additional Guests
Mobile Phone
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Where Do You Currently Reside?
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United States
Canada
Other
Check All That Apply
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US Citizen
US Green Card Holder
Canadian Citizen
Permanent Resident in Canada
Other
Employment Situation
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Currently Working
Retired
Are You Planning To Move In The Next Year?
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Yes
no
Marital Status
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Single
Married
Complicated ;)
Do you currently have a cross border accountant?
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Yes
No
Looking for one
What Was Your Combined Household Income Last Year?
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0-$100k
$100k-$200k
$250k-$500k
$500k+
What Types Of Accounts Do You Currently Own In Canada?
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RSP
RIF
TFSA
RESP
Open (taxable)
None
What Types Of Accounts Do You Currently Own In The US?
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401k
IRA
Roth IRA
Trust Account
Brokerage (Taxable)
403b Plans
None
Combined Investment Account Value in US & CA
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Select an Answer
0-$250k
$250k-$500k
$500k-$1mm
$1mm-$3mm
$3mm-$5mm
$5mm+
$10mm+
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