i2 Wealth is a fee-based cross border planning firm that provides a range of financial services, spanning from hourly consultations and retirement analyses to fully scaled cross border financial plans.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 360 Rue Saint-Jacques, G101,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://itwowealth.com
- Keywords
- Canada/US Cross Border Financial Planning, US Citizens Living in Canada, Canadians Moving to the US, Green Card Holders Living in Canada, Canada/US Retirement Accounts, Roth IRA Conversion, US Expats in Canada, Cross Border Insurance Planning, Canadian Departure Tax Planning.
- HQ
- Montreal, Quebec
I2 Wealth: Cross Border Planning Questions
I2 Wealth: Cross Border Planning's website is http://itwowealth.com
I2 Wealth: Cross Border Planning's LinkedIn profile is https://ca.linkedin.com/company/i2-wealth
I2 Wealth: Cross Border Planning has
3 employees.
View email and phone details for 3
employees at I2 Wealth: Cross Border Planning.
I2 Wealth: Cross Border Planning's industry is
Financial Services
I2 Wealth: Cross Border Planning's top competitors are
Scotia Wealth Management,
Wealthsimple,
Maxim Advisory Group,
Q Wealth Partners,
Mca Cross Border Advisors Inc.,
Quasar Financial Planning Group,
Plena Wealth Advisors Of Raymond James Ltd.,
Harness Investment Management,
Core Wealth Solutions Inc,
Parallel Wealth Financial Group.
I2 Wealth: Cross Border Planning's categories are Financial Services
I2 Wealth: Cross Border Planning's founding year is 2024
