Best Specialists Financial Advisor Montreal Near Me

4worldlovers: MCA Cross Border Advisors Inc.’s team of multidisciplinary professionals includes Certified Financial Planners (CFP Canada & US), Quebec Financial Planners (F. Pl.), Canadian & US Chartered Accountants (CPA), Chartered Financial Analysts (CFA), and estate planning lawyers. This unique skill set leads to enhanced client service by providing integrated cross border professional services through one team.

We are a cross border tax and financial planning firm with extensive experience working with Canadians moving to the US, Americans moving to Canada, US citizens living in Canada and professionals being relocated between both countries. There are many factors that go into a change in residency between Canada and US. A move of this nature is complex as it involves understanding laws in multiple jurisdictions and how they interact. It is our experience that prior to making a decision of this nature it is prudent to prepare a Cross Border Financial Plan to address these concerns to ensure a smooth transition of residency while minimizing tax and avoiding costly mistakes. To learn more about us, please visit the Types of Clients or Services sections of our website.

Cross border financial planning involves analyzing several different areas of a client’s life with the goal of executing a financially successful cross border move from Canada to the US or from the US to Canada.

4worldlovers:
With over 20 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the Financial Planner designation conferred by the Institut Québécois de Planification Financière. I also hold an MBA from HEC Montreal School of Business. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.


Your priorities are important to us. We can work together towards your goals, and can help with:


Work with us to assess and recommend strategies that can help to reduce your tax burden, and:


Reduce your taxable income during your lifetime or upon passing away


We can offer strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.


Consider using executor services like a corporate executor or Power of Attorney for Property


A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.


Your hopes and expectations are at the heart of your financial plan.


That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.


The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.


Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.


Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

4worldlovers: Together we will explore your priorities and concerns, expectations and aspirations. We take into consideration all actionable information, including pensions and saving options. We help you establish what your retirement will look like and how much we expect your lifestyle to cost. And we set personal milestones to better track your progress.


Your financial plan is truly one of a kind. No matter what your financial goals are, you can rely on us to provide you with detailed reporting and carefully crafted advice to make things happen.

We provide principle-based investment advice for all your investment accounts combined with tailored, goal-oriented financial planning.


Expect the necessary insights to help you make informed decisions with your portfolio. Together we will discover what rate of return your financial plan needs so that you can meet your personalized financial goals.

Our Mission — Ensuring you have the right coverage for the future that you are building.​


Your personalized needs analysis will look at ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing and future expenses may include your mortgage, other outstanding debt, college tuition, and replacing the lost income for your family.


Disability and Critical Illness insurance can be suitable for anyone seeking financial protection to cover the costs associated with a life-altering illness or disability. Building your wealth is important and protecting what you’ve built is paramount.

You’ve worked hard to build your business or career. But what if something were to happen to you or a close business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and their families.

Life insurance for business owners or professionals is an effective solution to protecting what you’ve built.

These are the core values that we’ve put into everyday practice and action since Zagari+Simpson was founded in 2012.

As a boutique wealth management office, Zagari+Simpson and Mandeville Private Client Inc. actively engage with clients to deliver bespoke financial plans and objective advice, unencumbered by any institutional interests or proprietary product quotas.

To empower their clients and guide them towards meeting their life goals with confidence and clarity.

Zagari+Simpson believes that the difference between good advice and great advice is key to your portfolio’s success.

The way we deliver great advice is by hiring people with integrity, intelligence and intuition who share the belief that you should always finish what you start.

We are fully committed to providing all our clients with a personalized financial plan so that they too can achieve what they set out to do.

Contact us to schedule a consultation online or in person and learn how Zagari+Simpson can improve the results of your investment portfolio.

Looking to assess your financial situation? How about charting the best course to your financial destination? That’s why we carefully developed the MyPlanning process: to get you there.

Start a dialogue with one of our financial security advisors and build a personalized financial plan tailored to your current and future goals.

​MyPlanning is based on Zagari+Simpson’s 5 Pillars of Financial Planning: