Wealth Architecture Blueprint

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A dual-country tax + advisory firm with global benefits combining

Cross-border Tax, Compliance and Global Business Expertise

Navigate complex international tax landscapes with confidence. Our team delivers strategic tax planning, ensures full CRA and IRS compliance, and structures cross-border entities to optimize your global business operations while minimizing tax exposure.

CFO-level strategic finance

Books
Payroll
Insights
Due -Diligence & Valuations

Boutique wealth solutions

Insurance Services
Wealth & Retirement Planning

Modern technology & Automation designed to keep up with you

Leverage cutting-edge financial platforms and automated systems that streamline your operations.

Technology & Platform Partners

We integrate with leading financial technology platforms to deliver seamless, automated solutions

Ready to simplify cross-border complexity?

Let's align tax strategy, CFO-level planning, and wealth stewardship so every entity, dollar, and decision works in sync—today and years from now.

Book a discovery call

Our services

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