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
Casper Wong
Manager, Cross Border Tax
Ye Zhou
Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
Bhavya Manwani
Senior Cross Border Tax Associate
Paula Zhang
Finance & Accounting Specialist
