— Cross-Border Wealth Management
When your wealth
crosses borders,
we make it simple.secure.grow.thrive.clear.protected.
Financial planning, tax optimization, and estate strategy for individuals and families moving between Canada and the United States. From 401(k) rollovers to RRSP guidance, every detail of the transition is covered.
2
Countries
1
Team
100+
Years Combined Experience
As Featured In:
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About Sartorial Wealth
Shiraz Ahmed brings over 20 years of financial services experience and is a nationally recognized IIAC Top Under 40 award winner. He founded Sartorial Wealth to deliver what most firms cannot: fully integrated cross-border financial planning, wealth management, and estate strategy, powered by a proprietary, data-driven investment methodology. Whether relocating to Canada, navigating U.S. tax obligations as a dual citizen, or planning Roth conversions across borders, every strategy is built around you.
Investments optimized for cross-border tax filers and dual citizens
Investment and retirement account coordination during relocation
Retirement planning and Roth conversions across jurisdictions
Estate planning, inheritance strategy, and multi-generational wealth transfer
Wealth Management Services
A Tailored Approach to Lasting Wealth
Wealth Management Services
A Tailored Approach to Lasting Wealth
One Team.
One dedicated advisory team and one point of contact whether you are relocating, investing, or managing retirement accounts across both countries.
- Registered portfolio manager in Canada (AB, BC, NB, NL, NT, NS, ON, QC, SK)
- Retirement account guidance across both jurisdictions
Two Countries.
Dual-Registered in both Canada and the United States, serving you with clarity and confidence whether you are a dual citizen, snowbird, or relocating professional.
- US SEC registered investment advisor
- Roth conversions, tax treaty guidance, and dual-citizen tax planning
Cross-Border Insights
Confidently Navigate Your Cross-Border Financial Journey
Practical guidance on the financial realities of living, working, and investing across the Canada-U.S. border.
The Cuts Are Not Coming: Rebuilding a Cross-Border Plan Around Rates That Stopped Falling
For roughly two years, most household plans on both sides of the border quietly assumed the next rate move was down. The Bank of Canada has held seven times and the Federal Reserve is talking about the other direction.
Ballast No More: What a Rising Term Premium Means for Fixed Income Held in Two Currencies
Japan’s 10-year yield reached 3% for the first time since 1996, and Norway’s sovereign wealth fund has proposed cutting government bonds from 70% to 50% of its benchmark. The term premium is back, and fixed income is no longer the boring part.
Elbows Up, Eyes Open: Backing Canadian Industrial Policy Without Doubling a Bet You Already Own
Ottawa has committed $4.7 billion to Via Rail cars built in Canada, and the industrial policy behind it is real. Most Canadian households are already long Canada through four channels that are rarely counted together.