Thank you for this feedback! I just want to ensure investors get the best advice and help more people reach financial freedom. Transparency in this business is important. 😊
Thank you for your video, approach and transparency. I’m fully aligned with your philosophies! I live in Ottawa Canada and therefore need a Canadian financial/tax context and was wondering if you have a trusted Planner or analyst that you might recommend? TIA
Thank you for your comments. I do not have a specific contact in Ottawa. The best search I can offer in the US is through the Find An Advisor search functions on xyplanningnetwork.com and napfa.org. These sites are all CFP® professionals and fiduciaries. A keyword search of "cross-border planning" or "international tax" may help.
Thank you for being so helpful and open to helping people regardless of who they choose as their financial advisor!
Thank you for this feedback! I just want to ensure investors get the best advice and help more people reach financial freedom. Transparency in this business is important. 😊
Thank you for your video, approach and transparency. I’m fully aligned with your philosophies! I live in Ottawa Canada and therefore need a Canadian financial/tax context and was wondering if you have a trusted Planner or analyst that you might recommend? TIA
Thank you for your comments. I do not have a specific contact in Ottawa. The best search I can offer in the US is through the Find An Advisor search functions on xyplanningnetwork.com and napfa.org. These sites are all CFP® professionals and fiduciaries. A keyword search of "cross-border planning" or "international tax" may help.