49th Parallel Wealth Management provides coordinated financial guidance for individuals and families whose lives, income, or assets span Canada and the United States. With offices in Scottsdale, Arizona, and Vancouver, British Columbia, the firm brings investment management, financial planning, and cross-border tax planning together under one relationship, addressing the different rules and reporting requirements of both countries.

Its clients include cross-border professionals, business owners, retirees, pre-retirees, and families managing estates. Services cover discretionary and advisory investment management, ongoing financial plans, retirement income coordination, and treaty-aware tax planning. The firm also offers focused paid consultations for specific decisions, such as moving, selling a business, or receiving an inheritance. Its planning considers accounts and benefits such as RRSPs, TFSAs, RESPs, IRAs, 401(k)s, pensions, CPP, and Social Security, along with currency, residency, and tax implications.

49th Parallel describes its approach as fee-only and fiduciary, with no commissions. It emphasizes goals-based portfolios, tax efficiency on both sides of the border, transparent fees, and ongoing reviews as clients’ circumstances and regulations change.