FLBiker
Thanks for your input and reply. I'll have a look at objectiveplanners as well.
Keep me posted!
Search found 2 matches
- Tue Jun 29, 2021 2:28 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Recommended crossborder fee-only, advice only advisor?
- Replies: 9
- Views: 9659
- Sun Jun 27, 2021 11:28 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Recommended crossborder fee-only, advice only advisor?
- Replies: 9
- Views: 9659
Re: Recommended crossborder fee-only, advice only advisor?
FLBiker Have you had any success in finding what you are looking for? Everyone I have found is following the assets under management model which I presume is much more lucrative. It seems like Cardinalpoint wealth is the major player in this area or at least they have very good SEO. Cardinalpoint ha...