Navigating finances between Canada and the United States is never simple. Rules overlap, taxes conflict, and investments that work well on one side of the border can create costly surprises on the other. At Mastroianni & Associates Private Wealth Management, our Windsor-based team makes cross border financial planning clear and manageable. With over 20 years of experience and deep collaboration with accountants and lawyers, we bring clarity to the most complex financial situations. Clients describe our approach as proactive, dependable, and family-like. That’s because we treat every client as we would our own family, building strategies that simplify their lives while protecting their wealth.
Why a cross border financial advisor matters
Whether you live in Windsor, Sarnia, Fort Erie or another border town, working with a cross border financial advisor is essential when your life spans two countries. As your trusted cross border wealth advisor, we sit alongside your accountants and legal advisors to coordinate every step. Our clients, many of whom are business owners or professionals, appreciate not having to Google cross border tax issues late at night. Instead, they have confidence knowing their cross border tax specialist has already anticipated challenges and built a plan to address them.
Cross border tax services that protect wealth
Our cross border tax advisory work identifies strategies to minimize double taxation, maximize available credits, and optimize how income flows between the two countries. From income splitting to timing strategies, we help ensure your plan reflects the latest rules and avoids costly mistakes.
