Let’s start with your plans
A better next step
starts with a conversation.
You don’t need to have every answer. Tell us a little about your goals, and our team will review your enquiry before arranging the appropriate introduction.
Free initial consultation
What we’ll talk about.
Your goals and family
Where you are in the decision, who may be included and what you hope to achieve.
The investment commitment
Current capital requirements, additional costs and the questions to ask about risk.
Your next practical steps
What to explore with our team, immigration counsel and your cross-border tax advisers.
[email protected]
1-855-772-3476
Enquiries are screened by the team before being referred to Matthew or another specialist. The initial consultation is free; professional services and investments may involve separate costs.
Choose “Professional referral” in the form. Attorneys, financial advisers and professionals serving Canadian families are welcome to get in touch. Please obtain the client’s consent before sharing their details.
Tell us what you have in mind.
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