Private Wealth Management for Canadians, Americans and Expatriates
Stephen Maser is cross-border licensed through Raymond James (USA) Ltd. and able to overcome limitations other investment managers have and provide seamless, collaborative portfolio management of Canadian and US accounts, on a competitive fee basis.
We understand that moving between the US and Canada creates unique investment management and planning challenges and expert advice is often difficult or expensive to obtain.
Questions Asked Frequently of Stephen
What Our Clients can Expect
Sophisticated Portfolio Management
A key advantage our clients have is seamless, collaborative portfolio management for the following types of accounts:
Cross-border Planning Made Simple
As a cross-border investor, you might have investment accounts on both sides of the border, such as an RRSP in Canada and an IRA in the USA. Usually, these accounts are held with various advisors and are managed independently. As a result, you may have experienced management and performance challenges when evaluating your portfolio. Investors with cross-border investments may not realize the significant risks to having a fragmented investment approach that can hinder a productive retirement portfolio.
Some examples are:
Partnerships With Independent Tax & Legal Experts
To provide comprehensive cross-border financial expertise, Stephen has partnered with recognized independent tax, legal and estate professionals to ensure that your needs are met by experienced industry professionals. If you have existing accounting and/or legal specialists that you work with, we will be pleased to establish a relationship and collaborate with them. If not, Stephen can recommend qualified individuals that will help you meet your goals.
As every client is different, unique circumstances apply and we do provide complimentary confidential consultations, which include: