Cross-border independent investment advisory consists of providing objective expertise, without commissions or proprietary products, to manage and optimize wealth spread across multiple jurisdictions (e.g. Canada, Europe, Asia). At 3i Atlas, we prioritize full transparency and long-term capital preservation.

An independent advisor has no conflicts of interest: no commissions on products sold, no sales targets imposed by a bank. This enables 100% objective recommendations aligned with your goals, with a tailored approach and no institutional bias.

We analyze tax rules (BEPS 3.0, CRS, FATCA, etc.), structure assets optimally (trusts, companies, IPP in Canada, etc.) and anticipate automatic information exchange to minimize risks and double taxation.

The costliest include CRS non-reporting, improper trust structuring, IPP/RRSP errors, unrelieved double taxation, and BEPS 3.0 penalties. A single mistake can cost several hundred thousand euros or dollars.

Yes, the IPP allows higher contributions than RRSPs, provides creditor protection, and significant tax advantages. It is particularly suitable for high-income entrepreneurs with international assets, but requires precise cross-border analysis.

Contact us via the form, email or phone. We start with a free confidential 30-45 minute consultation to understand your goals, wealth situation and cross-border needs. We then propose a tailored action plan.

3i Atlas acts as an independent expert in a wide range of disputes involving financial or patrimonial issues: international divorces, cross-border estate conflicts, tax controversies, economic damage assessments, shareholder disputes, partnership dissolutions, or financial fraud investigations. Our reports are objective, compliant with recognized standards (e.g. CPA Quebec, IVSC), and designed for use in Quebec, Canadian, or international courts.

An assignment begins with a confidential initial consultation to understand the case and the questions posed by the court or parties. We then gather relevant financial documents, perform the necessary analyses (portfolio valuation, asset tracing, damage quantification, etc.), and produce a detailed, defensible written report. We can also testify in court if required. Every step complies with expert witness ethics and independence rules.