TEAM
Our team of multidisciplinary professionals includes Certified Financial Planners® (CFP® Canada & US), Quebec Financial Planners (F. Pl.), Canadian & US Chartered Accountants (CPA), Chartered Financial Analysts (CFA), and estate planning lawyers. This unique skill set leads to enhanced client service by providing integrated cross border professional services through one team.
CROSS BORDER PROFESSIONALS
Nakeita McKnight-Monrose
Client Services & Operations Specialist
Raeline Moreau
Client Services & Operations Coordinator
Aisha Shafiq
Client Service & Administration Specialist
Julia Wing
Client Services & Operations Coordinator
Bryson Orth
Investment Associate
Paula Zhang
Finance & Accounting Specialist
Ye Zhou
Senior Cross Border Tax Associate
Eve Zhang
Cross Border Staff Accountant
Ruby Wong
Cross Border Staff Accountant
