Experienced Guidance for Meaningful Wealth
A Decade of Service. Careful Stewardship.
Pharos Private Wealth was founded on a simple principle: that every client relationship deserves the full attention and expertise of the firm's founder. After a decade serving high-net-worth families, Jacob Leddy established Pharos Private Wealth to provide the kind of white-glove, family office-like service that has become increasingly rare in modern wealth management.
Cross-Border Wealth Guidance
Financial life doesn’t always stop at the border. Whether you’re a Canadian living in the U.S., an American residing in Canada, or preparing for a cross-border move, managing investments, taxes, and long-term planning across two countries can quickly become complex. At Pharos Wealth Management, we help clients navigate cross-border financial considerations with a thoughtful, coordinated approach.
Cross-border planning often involves multiple professionals and overlapping financial rules. Our role is to help organize the process, facilitate communication among your advisors, and provide planning guidance designed to support your broader financial goals.
Pharos Wealth Management does not provide legal or tax advice. Clients should consult with qualified tax and legal professionals regarding their individual circumstances.
Cross-border financial planning
Coordination with U.S. and Canadian tax professionals
Investment planning for dual-country considerations
Retirement and income planning
Estate and legacy planning considerations
Guidance during relocation transitions
Schedule your conversation.
An introductory consultation provides an opportunity to discuss your circumstances, priorities, and questions in a confidential setting. It also allows you to learn more about our approach and determine whether Pharos may be an appropriate fit for your needs. There is no obligation — simply an open conversation about where you are today and the decisions that may lie ahead.