Brad Hemphill
Senior Cross Border Financial Planner
CFP®
Email: bhemphill@mcacrossborder.com
Telephone: 416-477-8159
Brad is a Senior Cross Border Financial Planner at MCA Cross Border Advisors Inc.
With over ten years of experience in the Financial Services industry, Brad uses a disciplined approach to assist his clients in achieving their financial goals. Brad prepares, presents and implements comprehensive financial plans focused on retirement, investment and estate planning for clients who need solutions to their cross border challenges. One of Brad’s greatest strengths is his ability to understand and speak to unique client needs through an in-depth discovery process that gets to the heart of his client’s concerns. He is also proactive, flexible and fosters positive and meaningful client relationships.
Before joining MCA Cross Border Advisors, Brad worked as a Senior Financial Planner for Scotiabank where developed financial plans for high-net-worth individuals with complex needs.
education
- Diploma in Financial and Planning Services, Mohawk College 2013
CERTIFICATIONS & MEMBERSHIPS
- Certified Financial Planner® (Canada)
- Mutual Funds License (M.F.D.A)
Recent Articles, Media Interviews & blogs by Brad
The New SALT Cap: What it means for Cross-border Income Planning
Explore the upcoming changes to Canada's capital gains tax and how they could affect your investment strategies. Learn why transferring assets before June 25, 2024, may be advantageous and gain insights into potential tax implications for individuals and corporations. Take proactive steps with guidance from MCA Cross Border Advisors.
Overview of Tax Implications for US Persons with Non-US Trusts (Foreign Trusts)
If you're a U.S. tax resident with ties to a foreign trust, whether as a grantor, trustee, or beneficiary, your U.S. tax return just got a lot more complicated. Let's break down the key rules, reporting forms, and potential penalties you need to know to stay compliant.
RESP vs. 529 Plan: Cross-Border Education Savings
Explore the upcoming changes to Canada's capital gains tax and how they could affect your investment strategies. Learn why transferring assets before June 25, 2024, may be advantageous and gain insights into potential tax implications for individuals and corporations. Take proactive steps with guidance from MCA Cross Border Advisors.
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
