Your Cross Border Wealth Management Team

We have found that our unique blend of storied experience and savvy knowledge puts us in position to serve the most discerning clients. Well-suited for those seeking a first-class wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.

When you entrust your financial affairs to us, you’ll find that we address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

Shiraz Ahmed
Shiraz Ahmed, CIM®
Senior Financial Advisor, Senior Portfolio Manager, Agent
Grant Laschowski.
Grant Laschowski, MBA, CIM®
Associate Portfolio Manager
Sarah Sherban
Sarah Sherban
Branch Administrator
Justin
Justin Ballentyne, CFP®, CRPC®
Financial Planner
Rainie Zhou
Rainie Zhou
Admin & Marketing Specialist