Advisor · Canonical record
Priya Das, CFP
Senior Advisor · Northlake Wealth
AUM (fee-only) Fee-only verified Virtual practice Cross-border: ca-to-us, us-to-ca
Summary
Priya holds the TEP designation and leads Northlake's cross-border desk. She works regularly with both Canadian and US counsel on estate-planning coordination.
Structured record
| Fee model | AUM (fee-only) |
|---|---|
| Engagement | Investment minimum CA$1M |
| Home location | Toronto, Ontario, Canada |
| Serves | Ontario , British Columbia , New York · virtual |
| Credentials | CFP · TEP |
| Education | LLB, Osgoode Hall Law School |
| Years practicing | 16 |
| Ideal client | Canadian-US dual-residency households, particularly retirees splitting time between Ontario and New York or California. |
Specialties
-
Cross-border (US / Canada)
Dual-citizen, moving, or working across the US–Canada border.
-
Estate & legacy planning
Trusts, gifting, and multi-generational coordination with legal counsel.
-
Tax planning
Multi-year tax strategy, not just April filing.
Audiences served
- Cross-border families
- Canadians in the US
- Retirees
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
- TEP — source: STEP Canada
Record last verified on 2026-03-02. Any advisor — member or not — may request a correction.
Related advisors
Firm: Northlake Wealth
Toronto-based fee-only firm with a dedicated cross-border practice for Canadians working or retiring in the US.