Guarding Your Cross-Border Future
Simplifying tax, career, and compliance across the U.S. and Canada.
About Avenir Advisory
Avenir Advisory was built by dual U.S.–Canada professionals with deep experience in healthcare, finance, and adult guidance. After reviewing more than ten thousand ERAS applications and supporting physicians, IMGs, and families through demanding transitions, we learned something simple: people make their best decisions when they have clarity, structure, and someone steady in their corner.
We help clients navigate cross-border tax pathways, residency applications, career shifts, and personal seasons where life feels heavier than usual. Our approach blends practical expertise with grounded emotional support. You get strategy for the big decisions, guidance for the complicated paperwork, and thoughtful accountability when the weeks feel overwhelming.
Avenir Advisory stands apart because we understand the human side of professional life. The stress of relocation. The pressure of matching. The confusion of U.S.–Canada tax rules. The need for guidance that doesn’t judge you or rush you. Through Quiet Strength, we also offer a private written support space for clients who want clarity and direction without the pressure to “perform” for anyone.
Our work is anchored in integrity, financial insight, and the belief that kindness builds stronger futures. Whether you are preparing for residency, optimizing your tax strategy, reorganizing your career, or simply trying to breathe through a difficult season, Avenir Advisory helps you move forward with confidence.
Our Services
Where financial clarity meets career readiness.
Financial Foundation
Tax Preparation & Planning Bookkeeping & Financial Organization Recordkeeping & IRS Notice Support
Career & Residency
Resume & CV Optimization Interview & Residency Coaching Career Transition Support
Cross-Border Financial Guidance Small Business Advisory
Cross-Border Advisory
Quiet Strength Support
Private, text-based support for stressful seaons. Gentle check-ins around money, work, and life change. Reflection prompts to help you feel grounded instead of overwhelmed. https://aveniradvisory.net/quiet-strength
How We Work
Discovery & Consultation
We start by understanding your goals, challenges, and compliance needs. Every client begins with a one-on-one consultation to create a tailored roadmap for success.
Strategy & Structure
From tax positioning to residency preparation, we align every detail with your professional and financial future. Our strategies focus on clarity, compliance and long-term growth.
Implementation & Ongoing Support
We don't disappear after set-up. Whether you're navigating new regulations or expanding cross-border, we provide ongoing guidance and mentorship every step of the way.
Structure. Strategy. Support.
Plans & Pathways
Service title
Professional Pathway
For small business owners, medical practices, and professionals expanding across borders.
Practice Pathway
Resident Pathway
For students, residents, and early-career physicians navigating their first filings and applications.
Tax filing for U.S. and Canada Residents
Residency or fellowship application guidance
Resume & CV optimization
30-minute strategy consultation
---> Starting at $35 | Schedule a consultation
For independent contractors, dual filers, and cross-border professionals seeking clarity and compliance.
Advanced cross-border tax filing & planning
Bookkeeping setup and financial organization
Career & transition advisory
1-hour annual review session
--->Starting at $250 | Schedule a Consultation
Business registration & incorporation guidance
Ongoing bookkeeping and compliance
CRA & IRS correspondence support
Dedicated advisor & quarterly review
--->Custom Quote | Request Meeting
Every journey is unique. Let's structure yours with clarity and confidence
Ready to Take the Next Steps?
Your goals deserve clarity, not confusion. Whether you're planning your first filing, expanding cross-border, or transitioning into practice - Avenir Advisory helps you move forward with structure, strategy, and support
Book a Consultation
Learn More About Our Process
Kindness Builds.
Because success means little without integrity, empathy, and service to others.
Prefer a quieter kind of support? Learn about Avenir Quiet Strength.
