Verified recordFinancial Services

Brad Hemphill

Senior Cross Border Financial Planner at Mca Cross Border Advisors Inc

Based in Burlington, Canada

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Seniority

Staff

Department

Other

Location

Burlington

Industry

Financial Services

Company size

22

Contact information

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Email

1 credit

b•••••••@mcacrossborder.com

Phone

5 credits

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Background

About Brad Hemphill

As a Financial Planner, it is my goal and my duty to provide strong, holistic financial advice specifically in regards to cross border planning. Through building long standing, trust based relationships, I can effectively help my clients to become financially better off, and achieve their goals! I bring value to my clients by developing cross border financial plans for US residents moving to Canada, Canadians moving to the US, and US citizens living in Canada. I have worked with multiple professionals including doctors, university professors, tech industry executives, business owners, and other high net worth individuals. I have developed a deep expertise with respect to identifying opportunities surrounding US retirement accounts, such as Roth IRA conversions leading to substantial tax savings.

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