cross border

Our cross-border services enable us to provide investors, both US- and Canadian-based, with comprehensive, consolidated wealth management regardless of where they reside. Sandhu Wealth Advisory Group, in conjunction with our partners, brings simplicity and clarity to these complex and sometimes difficult issues.

Not only do we know what to do, we know what to avoid. 

Accounts we handle

Canadian accounts:

Individual, Joint, Corporate, Trust, TFSA, RRSP, RRIF, RCA, LIRA, LIF, Spousal, RESP.

US accounts:

Individual, Joint, Corporate, Trust, IRA (Traditional, SEP, ROTH, Simple, Rollover), 401(k), 403(b), LLC, Estate, 529 College Savings. All are available in multi-currency options.

For examples and more information, just click here.

Want to learn more? Just reach out.