Brandon Davies

Brandon is a fee-only, advice-only cross-border financial planner, uniquely dual‑credentialed as a Certified Financial Planner® in both Canada and the United States. He also holds several industry designations, including Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Trust & Estate Practitioner (TEP), equipping him with comprehensive expertise in tax, investment, retirement, and estate planning across jurisdictions.

With hundreds of families served, Brandon has honed a planning process that’s deeply personal and entirely advice‑only. He operates on a fee‑only model, not tied to asset‑based management, ensuring his clients benefit from unbiased, goal‑driven strategies for tax efficiency, investment allocation, retirement funding, and holistic estate design. He helps optimize utilization of Canada–U.S. tax treaties and navigates issues around RRSP, TFSA, IRA, and 401(k) considerations.

Brandon’s service encompasses both everyday planning and high‑stakes lifecycle events such as relocating, retiring, or transitioning significant family wealth. He collaborates closely with cross‑border tax specialists, legal advisors, and trustees to craft integrated, compliant solutions tailored to Canadians moving south, Americans heading north, and dual citizens living bi‑national lives. His dual certification provides deep fluency in the financial nuance on both sides of the border.

Based on an independent, transparent, and holistic approach, Brandon empowers clients to make informed, confident decisions without product sales or commission bias. Whether designing a tax‑smart retirement bridge between two countries or structuring estates to minimize cross‑border tax leakage, his mission is simple: clarity, alignment, and financial peace of mind for those navigating complex binational lives.