Clarity Cross Border Planning

Clarity Cross Border Planning provides fee-only, advice-only financial planning for individuals and families with ties to both Canada and the United States. Led by Brandon Davies, one of the few financial planners certified in both countries, we specialize in navigating the financial complexities of cross-border living.

Our services include cross-border tax planning coordination, retirement and investment planning, estate and insurance planning, and ongoing financial advice tailored to your residency status and long-term goals. With flat-fee pricing, no product sales, and no commissions, we provide clear, unbiased guidance to help you make confident, compliant financial decisions on both sides of the border.