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Sterling Advisory Group
Sterling Advisory Inc. was formed in 2008 to help expatriates transfer their UK pensions to Canada. It is a Canadian-based company that assesses eligibility,...
Overview
Sterling Advisory Inc. was formed in 2008 to help expatriates transfer their UK pensions to Canada. It is a Canadian-based company that assesses eligibility, explains tax implications, and manages the QROPS Canada transfer process. The firm provides one-on-one support for defined benefit, private, and workplace UK pensions, with virtual meetings for clients across Canada.
General information
Firm type
RIA
Year founded
2008
Location
Region
North America
Country
United States
City
Southfield
Corporate office
New York, NY, United States
Principals
Mark Walker
Financial Consultant
Sector focus
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