We help simplify cross-border wealth by creating Global Financial Plans that align your assets, tax position, and long-term goals across countries. Whether you’re immigrating, emigrating, or working abroad, we can help restructure foreign investments so your wealth stays efficient, protected, and aligned with your current residency and future plans.

Cross-Border Wealth | Global Expertise

Cross-border wealth requires rare expertise and global reach. For over 40 years, Haunn Landers has supported Canadians and is proud to partner with a firm specializing in global expat planning.

Alexander Beard brings over 30 years of cross-border expertise, helping unify your Canadian and global assets through one integrated plan.

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Managing wealth across borders requires careful planning and a clear strategy. For individuals with ties to both the UK and Canada, the right approach can help simplify complexity, improve tax efficiency, and align retirement assets with long-term financial goals.

Pillar 1

Recognized Overseas Pension Schemes

You may have come across the term ROPS — Recognized Overseas Pension Scheme. A ROPS is an arrangement recognized by the UK that allows pension assets to be transferred to Canada. When structured properly, it can offer advantages such as tax deferral, reduced currency exposure, and better alignment with Canadian retirement and estate planning objectives.

Pillar 2

Integrated Cross-Border Planning

Our process coordinates your pensions, investments, and savings across jurisdictions to help improve overall efficiency. From UK pension transfers to Canadian retirement planning, we apply tax-conscious strategies designed to reduce complexity, support compliance, and enhance long-term growth potential.

Pillar 3

Clarity for What Comes Next

Whether you plan to remain in Canada or expect to relocate in the future, we help you navigate each stage with confidence. By addressing issues such as double taxation, foreign withholding tax, and cross-border planning, we provide solutions that support clarity, control, and peace of mind.

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Contact us to learn more about aligning your Canadian and worldwide assets.