Who We Are

Wealth Matrix Group, at the center of cross-border clarity

Wealth Matrix Group is a modern tax, advisory, and wealth solutions firm serving clients across Canada & the United States. Built for today's complex financial environment, we integrate cross-border taxation, CFO advisory, and long-term wealth planning under one roof.

We partner with founders, operators, investors, and global families who need proactive experts to translate complexity into actionable insight—powered by senior talent, technology, and relentless communication.

+

Cross-border families guided

M+

Assets coordinated

%

Proactive touchpoints met

+

Countries, one integrated team

Meet the practice

Cross-border tax, CFO guidance, and wealth strategy under one roof

We built Wealth Matrix Group to eliminate the silos between compliance, strategy, and personal wealth. Every mandate is led by senior advisors who understand both CRA and IRS frameworks, corporate finance, and long-term wealth creation.

Whether you operate across borders, manage multiple entities, or steward family capital, we plug in as your operational finance partner, fractional CFO, and wealth strategist—so every decision is synced.

Explore our services

Cross-Border Tax Leadership

Entity selection, treaty analysis, compliance, and residency planning guided by advisors fluent in CRA and IRS requirements.

CFO & Strategic Finance

Forecasting, scenario modelling, capital planning, and KPI dashboards that keep leadership informed and lender-ready.

Wealth & Family Office Solutions

Integrated planning, insurance strategies, and ongoing governance to protect what growth creates.

Our Mission

Our mission is simple: to simplify complexity, protect wealth, and create long-term financial clarity for our clients. We exist to ensure every cross-border decision is informed, measured, and aligned with the bigger picture.

Every engagement is anchored in proactive planning, technology-enabled visibility, and advisory teams who stay ahead of regulation so our clients can stay ahead of their goals.

Always-on cross-border advisory
CFO-level strategy and execution
Wealth and insurance solutions that scale with life
Technology + automation woven into every workflow

Start the conversation

Built for proactive, cross-border clarity

We combine executive-level insight with modern automation to provide the clarity founders, operators, and families need to make confident decisions before deadlines, filings, or market shifts hit.

Seamless cross-border life: A future where Canadian and U.S. obligations, entity structures, and family wealth are coordinated by one proactive team.

Confidence through clarity: Real-time dashboards, scenario planning, and a cadence that ensures tax and financial strategy evolve with the business.

Senior-led teams: Every file is quarterbacked by experienced CPAs, CFOs, and wealth strategists who coordinate the right specialists.

Technology-enabled delivery: Secure portals, automated data flows, and KPI tracking so stakeholders see the same numbers the firm does.

Proactive communication: Scheduled touchpoints, quarterly reviews, and rapid updates when regulations or goals shift.

Integrated wealth perspective: Tax, finance, insurance, and family office disciplines working together—from day one.

Get Started Now

Leadership & Advisors

Meet the team coordinating your cross-border story

Harman Singh

CPA, CGMA (CPA License # 100985 - Texas)

CEO & Principal | Wealth Matrix Group

View Profile

Jagmeet Singh

BBA, LLQP (LICENSE IN BC,ON,AB,MB & CALIFORNIA)

COO & Principal | Wealth Matrix Group

View Profile

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

Contact Info

Our Location

About Us