Laura Prust: In 1995 Laura entered the wealth management industry working on Bay Street in Toronto before moving to KW and joining Steele Wealth Management at the turn of the century. Laura specializes in navigating the complexity of clients’ cross-border wealth management needs.
Sam Ryder: Sam worked for almost a decade locally in Waterloo and in New York and California within the asset-servicing arm of an international bank. Among other insights this brought first-hand experience with the complexities of cross-border wealth management that Sam brings to bear for clients.
Both Laura and Sam are licensed to advise in the US and in Canada. They live and breathe the alphabet soup of the IRS and CRA to help clients stay out of the weeds and achieve optimal outcomes.