Cross-Border Wealth Management Built for Complexity
About Sartorial Wealth
At Sartorial Wealth we deliver expert cross-border wealth management that integrates investment, tax, and estate strategy, giving individuals and families the clarity and confidence to navigate complex financial transitions between Canada and the United States.
Our Approach
Custom-Built Wealth Strategy for Complex Financial Lives
“sar·to·ri·al”
/särˈtôrēəl/
of or relating to tailors or their trade:
sartorial workmanship. Literally “patcher”, “mender.”
The name Sartorial is intentional. Sartorial, of or relating to the craft of tailoring, speaks directly to how we work: with precision, care, and an unwavering commitment to custom fit. Just as a master tailor constructs each piece to the exact dimensions of the individual wearing it, we design every financial strategy from the ground up, built around your unique situation, your goals, and the specific complexities that come with managing wealth across two countries. Using our Bespoke™ Process, we tailor-make solutions that are custom fit to each client’s needs, because no two situations are ever the same.
Our group is uniquely positioned to serve professionals, families, entrepreneurs, and individuals in Canada and the United States who face inherently complex financial matters. One dedicated team. Two countries. Fully registered in both jurisdictions, we navigate the financial and regulatory landscapes of Canada and the U.S. so that no matter where life takes you, your wealth strategy moves with you, seamlessly, intelligently, and always in your best interest.
Meet The Team
Our team brings together specialists across portfolio management, financial planning, estate strategy, compliance, and operations, united by a shared commitment to informed, disciplined wealth management for cross-border clients.
Shiraz Ahmed, CIM®
CEO, Portfolio Manager
Kamran Khan, CFA
COO & Portfolio Manager
Edmun Tsang MBA, CFA
Portfolio Manager
Justin Ballentyne, CFP®, CRPC®
Financial Planner
Sarah Sherban
Manager – Operations
Fariha Iftekhar
Associate – Operations
Georgia Cleland
Associate – Business Development
Rainie Zhou
ASSOCIATE – MARKETING
Why Choose Sartorial Wealth
Achieving Growth Through Collaboration
Cross-border wealth management cannot be standardized. It demands deep knowledge of two regulatory environments, proactive coordination across multiple disciplines, and a long-term perspective that doesn’t waver when markets or policies shift. Here’s what sets Sartorial Wealth apart.
One Team
You work with one dedicated team and one primary point of contact, not a rotating cast of advisors. That consistency means better strategy, faster execution, and a relationship built on trust. At Sartorial Wealth, you get one team. One plan. One vision for your financial future.
Two Countries
Our advisors are fully registered in both Canada and the United States as Portfolio Managers with the OSC and SEC. We navigate the regulatory and tax complexities of both jurisdictions so nothing falls through the cracks — no matter where life takes you.
Deep Expertise
With over 100 years of combined experience, our team brings specialized knowledge across portfolio management, financial planning, estate strategy, and compliance, all under one roof.
Bespoke Solutions
Using our proprietary Bespoke™ Process, we design strategies that are custom-fit to each client’s unique financial situation, tax position, estate structure, and long-term goals. No two clients are the same. No two plans should be either.
Global Research
We use global market insights to guide informed, data-driven investment decisions across jurisdictions, so your portfolio benefits from the full picture, not just one side of the border.
Our Partners
Managing cross-border wealth at the highest level requires more than a skilled advisor, it requires a carefully assembled ecosystem of professionals working in concert around every dimension of your financial life. At Sartorial Wealth, our partnerships are intentional, rigorously vetted, and built to the same standard of precision we bring to everything we do.
Our Strategic Partners
Work alongside us to ensure your wealth strategy is coordinated, compliant, and protected across every professional discipline that touches your life.
- Legal Counsel
- Accounting
- Private Banking
- Real Estate
- Insurance
- Talent Representation
- Financial Planning
- Portfolio Management