Why You Should Work With a Cross Border Financial Advisor

Qualified cross-border advisory teams are not as common as you would think. Very few financial services firms provide the platform and the licensing capabilities to service assets on both sides of the border. In this conversation with Gerry Scott, Pat Fournier CPA CA, CPA (WA) and James Stewart CPA CA, CPA (WA) explain the importance of having a cross-border advisor who are licensed with regulators in both Canada and the United States and understand the intricacies of cross-border wealth management.