Sophie Lalonde

WORK HISTORY

EDUCATION

ABOUT SOPHIE LALONDE

For many executives and cross-border individuals (Americans moving to Canada, and Canadians moving to the U.S.), their financial situations tend to require financial advice beyond that of the industry standard. Their more complex financial situations require cross-border specific knowledge and asset management capabilities to better optimize and secure their wealth. For cross-border individuals… Traditional Canadian investment strategies often lead to double taxation for U.S. funds Many mutual funds and ETFs cannot be held due to P.F.I.C.s Blue sky laws must be considered For Americans moving to Canada, most U.S. firms are not registered in Canada and cannot hold their U.S. accounts Most Canadian managers are not licensed nor registered to hold U.S. investment accountsBeing licensed and registered in both Canada and the United States, and having years of experience helping clients with more demanding financial needs, I’ve developed a firm whose focus is to help cross-border individuals translate their complex needs into strategies that consider cross-border tax traps, financial planning and investment opportunities. Services:Financial Planning, Cross-border Planning, Risk Management, Tax & , Estate Planning, Business Transitions.