What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
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Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Cedric Bernier | Feb 12, 2024
Why using an IRA as an American Expats?
Would you like to understand the reasons why using an IRA as an American Expats? For American expats charting their course abroad, the choice of a retirement savings vehicle plays…
Posted by Cedric Bernier | Dec 22, 2023
Inherited IRA for American Expats or Non-US connected
Looking into Inherited IRA for American Expats or Non-US connected? Being an American expat brings more challenges when looking for ways to invest for your retirement and plan for your…
Posted by Cedric Bernier | May 15, 2023
Your IRA in the US is closing? How to quickly roll over as an expat
Your IRA in the US is closing? As an American expat or US-connected individual with an IRA or Roth IRA in the US, it can be a really stressful situation…
Posted by Cedric Bernier | May 05, 2022
Roth IRA Conversions for Expats
Roth IRA Conversions for Expats. American expats have many tax strategies when it comes to maximizing their retirement income. Most Americans are familiar with the terms 401K or traditional IRA…