Contact Sartorial Wealth for Expert Financial Guidance

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Your Status(Required)

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U.S. Citizen

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Dual Citizen (U.S. & Canada)

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What best describes your situation?(Required)

Are you planning a cross-border move in the next year?(Required)

Household investable assets (U.S. + Canada combined)(Required)

Includes savings, investment accounts, RRSPs/401(k)s, and other retirement accounts. Does not include real estate.

Annual household income(Required)

Accounts you currently hold in Canada (check all that apply)(Required)

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Accounts you currently hold in the U.S. (check all that apply)(Required)

401(k) / 403(b)

IRA / Roth IRA

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Trust Accounts

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Do you currently work with a cross-border accountant/tax advisor?(Required)

What services can we assist you with?(Required)

Cross-border investment management

Retirement planning (Canada ↔ U.S.)

Tax coordination with cross-border structures

Estate planning for family across borders

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Contact Sartorial Wealth

Email

Phone

Hours

Mississauga Office

Vancouver Office