Aditi Kapadia, CFA®, CFP®

Canada-U.S. Cross-Border Planner & Wealth Management Specialist

My career started in Toronto on GE's Finance teams, where I spent years building a rigorous analytical foundation before making the move into wealth management. That background wasn't a detour, it's what shaped how I think about money. Disciplined, data-driven, and focused on what the numbers actually mean for someone's life.

The transition into cross-border planning was as much of a personal as professional decision. After relocating from Canada to the United States, I went through the process myself: rebuilding a financial life across two countries, navigating the tax implications, understanding what changes and what doesn't. That experience is now inseparable from how I serve my clients. I bring both the technical depth and the firsthand understanding that Canada-U.S. planning demands: across investment management, complex tax considerations, and the behavioral side of making big financial decisions under uncertainty.

Clients choose to work with me because I've been where they are. And because I combine that lived perspective with the kind of analytical rigor that turns complexity into clarity.

Listen to Aditi's episode on Passport to Wealth™ here.

About Wealth IQ

The Wealth IQ is a fee-only financial planning and wealth management firm for globally minded individuals and families. We work with people navigating real complexity: cross-border moves, career transitions, equity compensation, growing businesses, and the major life decisions that don't come with a roadmap.

Our approach is human-centered, blending analytical rigor with genuine empathy. The goal isn't just a plan, it's helping clients make clear, confident decisions about their money that support the life they actually want to live. 

Book a call with Aditi here.