Consultation Request Form

It is important to realize that every client situation is different, and we need to analyze your facts before making any specific recommendations. If you’re considering a cross border move from Canada to the U.S., the first step is to explore the issues in a consultation.

Please complete the form below and we will respond to your request shortly.

    *Required field

    First Name*

    Last Name*

    Email Address*

    Confirm Email Address*

    Primary Phone Number*

    Secondary Phone Number

    Address Line 1

    Address Line 2

    City

    State / Province

    City Postal/Zip Code

    Country

    Please give a short overview of your cross border situation as well as the types of assets that you own (for example: retirement accounts, brokerage/non-registered accounts, real estate, corporations, trusts, etc.)*

    How did you hear about us?*