Plena Wealth Advisors of Raymond James is a wealth advisory firm with experience advising clients who live, work, or invest in both Canada and the U.S. Their specialty in cross-border financial services streamlines both countries’ practices into a reasoned, top-tier approach. With a growing team of twenty financial professionals, your cross-border financial needs are in great hands.

Based in Vancouver & Kelowna, BC, and servicing clients across Canada & the U.S., their services encompass financial planning, investment management, estate & trust services, insurance, charitable planning, and more. No matter the step you’re on in your journey, Plena Wealth Advisors can help coordinate the financial pieces of your cross-border story. This pairs well with TravelTax’s thorough, full-picture approach to taxes, accounting, and business knowledge for travelers.