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
Raeline Moreau
Client Services & Operations Coordinator
Nakeita McKnight-Monrose
Client Services & Administration Specialist
Ye Zhou
Cross Border Tax Associate
Paula Zhang
Finance & Accounting Specialist
Eve Zhang
Cross Border Staff Accountant
Ruby Wong
Cross Border Staff Accountant
