Meet the Team

Management Team

Management Team [Back to Top ↑]

Founder and Chairman of the Board

Master of Science in Financial Planning
Certified Financial Planner™ (US and Canada)
Registered Financial Planner (Canada)

Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

A Canadian's Best Tax Haven

This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.

Taxation of Canadians in America

This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.

Taxation of Americans in Canada

US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?