Who they serve
Fee-only advisors for canadians in the us
A tight sub-audience of cross-border planning: Canadians working, studying, or permanently relocated to the US. Planning priorities include residency-status coordination, RRSP treatment under US tax, and whether and how to unwind Canadian holdings.
By the numbers
The Wellspent public graph lists 19 fee-only financial advisors who work with canadians in the us at 7 firms, most in Surrey, Victoria, Bc and Springfield. 26% hold the CFP certification. Of the 19 with fees on file, 89% charge percentage of assets.
- Advisors listed
- 19
- Firms
- 7
- Cities
- 9
- Hold the CFP
- 26%
- Other credentials: CFA 53%
- How they charge (of 19 with fees on file): percentage of assets 89% · hourly 68% · one-time planning fee 32% · ongoing planning fee 16%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors who work with canadians in the us
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Andrea Thompson | Modern Cents | Toronto | CFP, CRPC, CLU, CHS | Flat fee or retainer, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Vikki Brown | Modern Cents | Mississauga | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management | Vancouver | CFA, CFP (Canada), CFP (U.S.) | Percentage of assets, Hourly |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Damanjit Minhas | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | Percentage of assets, Hourly |
| Dixie Klaibert | Beacon Hill Wealth Management | Victoria, Bc | CFA | Percentage of assets |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Naveen Gopal | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Reuben Moldowan | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Christopher Stooksbury | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Evan Carey | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Phillip Hogan | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Xijian Zhang | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |