— 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.
What Is a PFIC? A Cross-Border Investor’s Guide to Passive Foreign Investment Companies
There is a mistake that catches careful people, not careless ones. You are a U.S. citizen or green card holder living in Canada. You do the responsible thing. You open a Canadian investment account and buy a broad, low cost Canadian mutual fund or ETF. Diversified....
Three Headlines, One Regime Change: Telling a Structural Shift From Noise
Three stories dominated recent coverage. One is a genuine regime change, one is a threshold worth tracking for years, and one is mostly price. Here is the sorting, and the reasoning behind it.
Two Hundred and Fifty to One: The US Estate Tax Gap Between You and Your American Neighbour, and the Treaty Article That Closes It
The US estate tax exemption is $15,000,000 for Americans in 2026. For a Canadian holding US assets it is $60,000, and the treaty relief that closes most of that gap has to be claimed.