Resource Center

Bridging the Border to Your Financial Future

Preferred Partners

Associations

  • Canada Arizona Business Council (CABC)
    The Canada Arizona Business Council (CABC) is a non-profit Arizona Corporation whose purpose is to promote increased trade and investment between the State of Arizona and Canada.
  • Crossborderplanning.com
    Crossborderplanning.com is the home of the Cross-Border Financial Planning Alliance, the first international network of independent, international financial planning firms and specialist advisors.
  • The National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

Brokers

  • Charles Schwab
    Charles Schwab is one of the nation's largest financial services providers of securities brokerage, wealth management, and related financial and investment ...
  • Fidelity Investments
    Mutual fund company; provider of financial services; investment management; retirement and brokerage services.
  • National Advisors Trust
    Provides innovative trust and custodial services - delivered through trusted independent advisors nationwide.

Miscellaneous

  • Custom House Global Foreign Exchange
    Custom House Global Foreign Exchange provides foreign exchange solutions including global payment solutions, international wire transfers and drafts, ...
  • DocuBank
    DocuBank provides emergency access to your healthcare directives.
The Border Guide
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The Border Guide

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 65,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

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