Partnering with Advisors
One area in which advisors have struggled is providing their clients with an integrated wealth management solution that incorporates U.S. and Canadian cross-border planning and investment oversight.

When a client moves, advisors are often forced to relinquish their client because of regulatory compliance restrictions. Similar difficulties arise for those advisors that have clients with both Canadian- and U.S.-based investment accounts. It can be challenging to provide the holistic financial planning and investment management that a client requires when the advisor is only overseeing part of the total assets.

While advisors may have once been limited by borders, they now have access to a broader breadth of services and an ability to increase the value they bring to their client relationships.