SWISS WEALTH MANAGERS SERVING CANADIAN CITIZENS, RESIDENTS, AND EXPATS

Canadian investors can establish relationships with Swiss wealth managers remotely, without the need for physical presence in Switzerland.

Swiss wealth managers working with Canadian clients are either fully registered as Portfolio Managers or operate as Exempt International Advisors, depending on the applicable provincial regulatory framework. As a result, regulatory requirements and service models may vary by province.

In many cases, Swiss wealth managers collaborate with Canadian financial advisors to coordinate Swiss-based international wealth strategies that complement existing domestic arrangements. This approach allows international diversification to be evaluated alongside Canadian-based planning within relevant regulatory and tax considerations.