Adam Carris
Cross Border Financial Planner & Portfolio Manager
B. Comm., CFA, CFP®, TEP
Email: acarris@mcacrossborder.com
Telephone: 778-504-8495
Adam is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Bringing nearly a decade of experience in the wealth management industry, Adam combines an empathetic personality with an analytical mind, and strives to understand each client’s unique situation in order to help them achieve their goals. With experience in estates, insurance, and investment management, he takes pride in providing a holistic wealth management approach to designing customized financial strategies.
Before joining MCA Cross Border Advisors, Adam worked as a Wealth Advisor and Portfolio Manager, where he guided clients with respect to their financial goals. Adam has a love of learning, which has pushed him to see success at McGill University where he obtained his Bachelor of Commerce (B. Comm.), and then multiple professional designations including the CFA, CFP, CIM, and TEP.
When Adam is not in the office, you will likely find him playing sports with friends, planning an exotic trip, or boarding yet another plane. As an avid world-traveler, he is always seeking new perspectives and will rarely say no to a good adventure.
EDUCATION
- Bachelor of Commerce (B. Comm.), McGill University, 2017
CERTIFICATIONS & MEMBERSHIPS
- CFA Charterholder
- Certified Financial Planner® (Canada)
- Trust & Estate Practitioner (TEP), Canada
- Chartered Investment Manager (CIM), Canada
- Member of Advocis, Financial Advisor Association of Canada
- Life License Qualification Program (LLQP)
Recent Articles, Media Interviews & blogs by Adam
Avoiding Cross-Border Tax Traps: Covered Expatriate Status
Moving from the US to Canada as a US citizen or Green Card holder poses unique tax challenges, particularly the risk of becoming a "Covered Expatriate." This status can lead to significant financial consequences. In this post, we discuss the criteria for covered expatriate status, its tax implications, and key strategies to avoid it, helping you navigate your transition more smoothly.
Managing Exchange Rate Risk During a Cross-Border Move
Moving to a new country introduces both excitement and challenges, with exchange rate risk being a significant concern for U.S. and Canadian citizens. Explore key strategies to manage this risk effectively, ensuring a smooth transition across borders.
CROSS BORDER PROFESSIONALS
Casper Wong
Senior Cross Border Tax Associate
Ye Zhou
Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
