SEC CRD #801-129230
We are a cross border tax, investment, and financial planning firm with consultants having extensive experience working with Canadians moving to the US, ... Montreal, Quebec. Type: Privately Held. Founded: 2013. Specialties: Tax Planning, Estate Planning, Retirement Planning, Investment Planning, Health Coverage and ... Registered Investment Advisor (RIA) based in MONTREAL, SEC-registered since 2023 · $64.6M in client assets · ranked #25,153 nationally by AUM. 9 Accounts 208 ...
MATTHEW ALTRO
CHIEF COMPLIANCE OFFICER
📞 (877) 839-7111
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AUM
$65M
Location
MONTREAL
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