Welcome to Isle Wealth

We believe wealth should be more than just numbers on a page,
but a tool for creating lasting impact across generations. We are anything
but a traditional wealth management firm; we are stewards of client legacies,
champions of change, and advocates for inclusivity in wealth management.

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The Value of Advice

At Isle Wealth, everything starts with a conversation. We take the time to get to know you—your goals, values, and what really matters most—so we can build a plan that grows and adapts as life does. Our advice blends financial planning, investment management, and insurance solutions designed to bring clarity and confidence to your financial journey.

We also help clients navigate cross-border planning, estate and trust needs, and charitable giving, creating strategies that make an impact
for your family and your community. We’re proud to call Vancouver Island home, but thanks to today’s technology, we work with clients across Canada and the U.S., staying connected wherever life takes you.

Our Insights Hub

Navigating Cross-Border Wealth

Whether you’re a snowbird, dual citizen, cross-border worker, or just getting started with international financial planning, this series is your trusted guide.

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The Pension Playbook

Whether you're preparing for retirement, managing your savings, or just curious about how it all works, this series is your ultimate guide.

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Back in My Day… Wealth Across Generations

Boomers, Gen X, and Millennials—three generations, three perspectives, one lively conversation.

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Money Talks, Life Listens

Hosted by Joanne Kaban and Melissa McGuire of Isle Wealth, Money Talks, Life Listens brings clarity and conversation to the world of personal finance. Each episode explores how money connects with real life—whether you’re planning retirement, navigating cross-border living, raising a family, or managing life’s unexpected turns.

With a mix of practical strategies, personal stories, and expert insights, Joanne and Melissa make financial planning approachable, thoughtful, and even fun.

In this episode, Joanne and Melissa are joined by estate planning lawyer Bruce Solloway to break down what estate planning really means—and why it’s more than just having a will. The conversation covers common misconceptions, key life events that should trigger a review, and how thoughtful planning can help reduce costs, avoid unnecessary taxes, and create a smoother transition for your family.

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Bridging Borders with a Cross-Border Accountant

In this kickoff episode, Joanne Kaban sits down with cross-border tax specialist Raizy Marmorstein to break down what Americans need to know when moving to Canada. If you're planning a relocation, returning home as a dual citizen, or navigating life between two tax systems, this episode is your starting point. Learn how to avoid costly mistakes in your year of arrival and set yourself up for smooth, tax-efficient cross-border living.

Topics Covered:

How Canadian tax residency is determined
Key tax traps in the year you move
How the Canada–U.S. Tax Treaty prevents double taxation
What happens to IRAs, 401(k)s, and Roths after your move
TFSA, RESP, and Canadian mutual fund considerations for U.S. taxpayers
FBAR, FATCA, and ongoing U.S. filing requirements
Taxation of U.S. real estate once you’re Canadian-resident
When to work with a cross-border tax advisor

Keep Watching

Weekly Market Recap

Looking for a clear take on what’s happening in the markets? Each week, Joanne shares her own market update — breaking down the week’s key events, what’s moving stocks, and what it all means for investors trying to stay focused on the bigger picture.

Beyond the weekly updates, the blog features insights on investing, retirement planning, and wealth management — including strategies for tax efficiency, cross-border financial planning, and long-term portfolio growth. Written from Vancouver Island and serving clients across Canada and the U.S., it’s a place to stay informed, learn new perspectives, and feel confident about your financial future.

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Creating a Lasting Family Legacy

We understand the importance of passing down wealth responsibly. Our team works closely with families to develop comprehensive plans that transcend generations, ensuring a legacy that endures beyond financial assets.

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Preparing for and Living in Retirement

Retirement isn’t a single moment — it’s a gradual shift from building wealth to living with purpose. We help you move into this next stage with confidence, creating a plan that turns savings into sustainable income while keeping your lifestyle, legacy, and peace of mind in focus.

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Navigating Cross-Border Wealth

Managing wealth across Canada and the USA can feel overwhelming, but you don’t have to do it alone. We understand the unique challenges and opportunities that come with cross-border finances. Our dedicated team is here to offer you personalized solutions tailored to your needs, whether it’s optimizing your investments, navigating tax implications, or planning your estate across two countries.

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Building, Transitioning & Preserving Your Business Legacy

Behind every successful business is a lifetime of dedication. As you look to the future — whether stepping back, selling, or redefining your role — we help ensure that transition reflects your values, safeguards your wealth, and strengthens your legacy.

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Socially Responsible Investing

Investing with purpose is at the core of what we do. We integrate environmental, social, and governance (ESG) factors into our investment decisions, allowing our clients to align their portfolios with causes they care about while pursuing financial returns.

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Women Building Wealth with Purpose

Women play a vital role in shaping the future of wealth management. At Isle Wealth, we are committed to empowering women to take control of their financial futures through education, personalized guidance, and a supportive community.

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Looking for a Wealth Advocate?

Whether you're navigating the complexities of intergenerational wealth, seeking to invest with purpose, or looking to empower yourself financially, Isle Wealth is here to partner with you on your journey towards a more prosperous and sustainable future.
We want to learn more about YOU.

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