— Cross-Border Wealth Management
When your wealth
crosses borders,
we make it simple.secure.grow.thrive.clear.protected.
Financial planning, tax optimization, and estate strategy for individuals and families moving between Canada and the United States. From 401(k) rollovers to RRSP guidance, every detail of the transition is covered.
2
Countries
1
Team
100+
Years Combined Experience
As Featured In:
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About Sartorial Wealth
Shiraz Ahmed brings over 20 years of financial services experience and is a nationally recognized IIAC Top Under 40 award winner. He founded Sartorial Wealth to deliver what most firms cannot: fully integrated cross-border financial planning, wealth management, and estate strategy, powered by a proprietary, data-driven investment methodology. Whether relocating to Canada, navigating U.S. tax obligations as a dual citizen, or planning Roth conversions across borders, every strategy is built around you.
Investments optimized for cross-border tax filers and dual citizens
Investment and retirement account coordination during relocation
Retirement planning and Roth conversions across jurisdictions
Estate planning, inheritance strategy, and multi-generational wealth transfer
Wealth Management Services
A Tailored Approach to Lasting Wealth
Wealth Management Services
A Tailored Approach to Lasting Wealth
One Team.
One dedicated advisory team and one point of contact whether you are relocating, investing, or managing retirement accounts across both countries.
- Registered portfolio manager in Canada (AB, BC, NB, NL, NT, NS, ON, QC, SK)
- Retirement account guidance across both jurisdictions
Two Countries.
Dual-Registered in both Canada and the United States, serving you with clarity and confidence whether you are a dual citizen, snowbird, or relocating professional.
- US SEC registered investment advisor
- Roth conversions, tax treaty guidance, and dual-citizen tax planning
Cross-Border Insights
Confidently Navigate Your Cross-Border Financial Journey
Practical guidance on the financial realities of living, working, and investing across the Canada-U.S. border.
RESPs and 529 Plans: Education Savings When You Cross the Border
Both plans are excellent in their home country and neither is recognised by the other. What happens to an RESP or a 529 when the family crosses the border, and why the decision belongs before the move.
The Account Canada Calls Tax-Free and the IRS Calls Income: A TFSA Guide for Anyone Moving South
The TFSA is the simplest account in a Canadian plan and one of the most awkward for a US person. What the IRS does with it, what the CRA does when you leave, and why the decision belongs before the move.
Approved Is Not Built: What Canada’s First National-Interest Designation Does and Does Not Change
Pacific Link is the first project designated under the Building Canada Act. What the designation actually changes for investors, what it does not change yet, and what to watch over the next year.