Don’t jump hastily into Canada’s cross-border advice market
More wealth firms have entered the U.S.-Canada cross-border space in recent years. But are they ready?
Harp Sandhu’s advisory business began transforming into a U.S.-Canada cross-border advice hub after one client inquired about their U.S. individual retirement account (IRA). That moment sparked a strategic shift, leading Sandhu to obtain U.S. licenses and build a practice that now manages CA$385 million in assets, with 90% of new business involving cross-border complexities. His journey, featured in Investment Executive, highlights the growing demand for dual-licensed advisors and the challenges of mastering this niche.
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