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Bernardine is a dual licensed financial advisor specializing in Canada/US cross-border investment management and financial planning for executives and professionals. In addition to a full suite of Canadian and US investment services, she can assist Canadian residents with IRA accounts and inherited IRA accounts held in the United States.
Bernardine's many professional accomplishments include the Certified Financial Planner (CFP) designation and the Trust and Estate Practitioner (TEP) designation. She holds an Ontario Insurance Agent License as well as her Canadian and US Securities licenses.
She is one of the first advisors at Raymond James to immerse herself in the firm's cross-border investment management service. Bernardine's expertise is well regarded in the Canada /US cross-border community, and she is frequently asked to speak at US tax symposiums and professional development webinars for tax professionals who wish to learn more about cross border investment management strategies.
In the community Bernardine gives back by serving on the Executive Committee of the Estate Planning Council of Toronto and serving as a Council Member of the Raymond James Diversity and Inclusion Council and the Raymond James Pride Financial Advisors Network.
C. Russell Vert, CPA CA, CPA (Maryland)
Russell is a Partner with Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm which provides only taxation services. Russell specializes in personal tax issues for U.S. citizens resident in Canada, and especially families owning shares of non-US corporations. He also works with Canadian residents who are departing Canada and with Canadian and U.S. non-residents owning real estate.
Russell is an American by birth and a Canadian by choice. He has lived in Canada since 2004 and enjoys counseling those who, like him, have a life on both sides of the border.
CAREER HIGHLIGHTS:
• Partner, Cadesky U.S. Tax Ltd. (Toronto)
• Senior U.S. Tax Manager, Cadesky U.S. Tax Ltd. (Toronto)
• Senior Manager, MNP LLP (Toronto)
• Proprietor, Russell Vert, Chartered Accountant, Professional Corporation (Toronto)
• Finance Director, Human Rights Campaign (Washington, DC)
CREDENTIALS:
• Chartered Professional Accountant (Ontario)
• Certified Public Accountant (Maryland)
AREAS OF PRACTICE:
• Cross-border personal tax compliance – U.S. and Canada
• Voluntary disclosure for non-compliance U.S. citizens abroad
