Derrick Thai
Cross Border Portfolio Manager
B.Comm., CFA®, CFP®
Email: dthai@mcacrossborder.com
Phone: 1-877-839-7111
Derrick Thai is the Cross Border Portfolio Manager at MCA Cross Border Advisors Inc.
Derrick Thai is a Cross Border Portfolio Manager at MCA Cross Border Advisors Inc., bringing more than 10 years of experience in the wealth management industry. He works closely with affluent individuals and families to provide guidance on investment strategy, portfolio allocation, and long-term financial planning objectives.
Prior to joining MCA, Derrick gained valuable experience working with both a boutique wealth management firm and RBC, where he developed a client-focused approach centered on building trusted relationships and delivering thoughtful investment solutions tailored to each client’s unique needs.
Derrick is passionate about helping clients navigate complex financial decisions with clarity and confidence, particularly in the context of cross-border wealth management and investment planning.
Outside of work, Derrick enjoys spending time with his wife and three children. He also loves cooking, exploring new restaurants, and staying active through hockey and golf.
EDUCATION
CERTIFICATIONS & MEMBERSHIPS
- CFA Charterholder
- Certified Financial Planner® (Canada)
Recent Articles, Media Interviews & blogs
Canadian Mutual Funds and PFICs: A Great Canadian Investment Can Become a U.S. Tax Nightmare
A Canadian mutual fund can be one of the simplest investments for a Canadian taxpayer but a complicated one for a Canadian resident who also happens to be U.S. person.
For U.S. citizens, Green Card holders, and certain Canadian residents required to file U.S. tax returns, these investments can create significant compliance challenges due to the U.S. rules governing Passive Foreign Investment Companies (PFICs).
Child Tax Credit for Americans Living Overseas: What Expats Need to Know
American taxpayers living outside the United States may still be eligible for the Child Tax Credit (CTC).
Corporations in Canada
The purpose of this article is to provide more information about the benefits that a corporation can provide, as well as identify some potential traps that individuals should be aware of before setting up a private corporation in Canada.
CROSS BORDER PROFESSIONALS
Nakeita McKnight-Monrose
Client Services & Operations Specialist
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
