Crossing Borders Wealth Management

Crossing Borders Wealth Management We offer cross-border wealth management to Americans in Canada.

Crossing Borders is a Canadian-based, US-registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada.

08/31/2023

A big move takes a lot of planning. So does making sure your financial future stays on track. Here’s our process for helping you along your journey.

08/15/2023

Are you planning a cross-border move up north? Packing your finances up for a move isn’t as easy as packing your piggy bank. In fact, if your advisor isn’t licensed in Canada and the U.S., you may be forced to liquidate your accounts and face large tax bills. We’re licensed on both sides of the border and regularly help clients through this situation. You can count on us to help streamline your finances so you can focus on your new adventure.

06/27/2023

Moving established retirement accounts across the border is a complex challenge, often missing from an employer-provided mobility package, but having a qualified wealth management team can provide simple solutions. Let us take care of moving your IRA so you can focus on acing your first day on the job.

05/31/2023

CPAs and Financial Advisors go together like a Double Double and Timbits®. Cross-border CPAs encounter many of the same challenges we do when helping clients navigate moving their finances across the Canada/US border, creating the perfect opportunity for professional collaboration. Give us a call to discuss working together! After all, two heads are better than one.

03/21/2023

Why are we busting out the crazy socks today? It’s World Down Syndrome Day, and we’re embracing uniqueness! Today especially, we celebrate our very own Koll and the many things he teaches us daily. The greatest challenge people with down syndrome face is not due to their different abilities but outdated perceptions and attitudes from those around them. Join us in creating a better world by learning, working towards inclusion, and celebrating differences.

02/22/2023

Did you know that Canada phased out pennies nearly ten years ago? If you’re considering moving from the U.S. to Canada, there’s a lot more to sort out than change. Here are some steps you need to take before saying goodbye to the U.S.

01/24/2023

If the current state of the market has your advisor hiding under their desk, it may be time for a second opinion. Crossing Borders can give your current plan a second set of eyes. Contact us here: https://www.raymondjames.ca/ljeiben/contact-us

12/22/2022

Helping people with cross-border finances is LJ Eiben's life’s work because he has seen what it means to families, first-hand. Here’s a short video about his story, and how it sparked his passion to help you.

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8029 199th Street Suite 310
Langley, BC
V2Y0E2

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