CROSS BORDER SERVICES FINANCES WELL MANAGED, EVEN FROM ACROSS THE BORDER.


Team

Managing your investment accounts can be overwhelming, even without the added complexities of having accounts on both sides of the border. As your cross border experts, we strive to help you navigate the challenges inherent to cross border accounts with confidence. Our team is licensed and regulated to operate in both Canada and the United States. We pride ourselves on building strong relations with our clients. It is key that we understand your personal needs to give you the reassurance that your finances are taken care of, despite the unique circumstances. Book a consultation with us to explore how we can help you reach your goals.

ACCOUNTS WE MANAGE FOR CLIENTS:

  • RRSPs and RRIFs for Canadians living in the U.S.
  • IRAs for Americans living in Canada
  • Inherited IRAs for Canadians with a U.S. family
  • Investments for Americans wanting Canadian securities
  • Discretionary and non-discretionary accounts

WHO WE HELP:


  • Canadian residents moving to the United States
  • Americans living in Canada
  • U.S. resident inheriting Canadian Dollars
  • Canadian residents inheriting U.S. Dollars

Book a Consultation With Us!

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"After conducting a half dozen interviews of advisers Jackie was an obvious choice. She took the time to understand my portfolio, my risk tolerance and my long-term objectives. I have worked with Jackie for over 20 years during which we experienced both turbulent markets and life changing events. A balanced approach with a long term perspective has kept me on track to achieving my financial goals. I would highly recommend Jackie and her team to anyone."
– J. McDermott



Jackie

JACKIE RAMLER
MBA, CFP®, RIA, CIM®, FCSI™, FMA
Portfolio Manager

OUR CROSS-BORDER EXPERT

Jackie Ramler has been a dedicated leader in the financial industry since 1995. As a dual citizen herself, she experiences firsthand the cross-border challenges that many of her clients navigate. Having earned the highly respected accreditation of Portfolio Manager, Jackie offers Private Investment Management services in Canada and the US. She is a member of the Responsible Investment Association of Canada. Jackie resides on Georgian Bay with her husband Brian, who owns a marina, and her son Cameron, who has recently graduated from college.

Sophisticated wealth management