Aditi Kapadia, CFA®, CFP®

Aditi Kapadia is a cross-border professional who specializes in guiding individuals and families through the complex journey of moving between Canada and the U.S. 

Her career began in Toronto on GE’s Finance teams, where she built a deep analytical foundation before transitioning into wealth management. This experience now shapes her disciplined, data-driven approach to planning.

After relocating from Canada to the United States herself, Aditi personally navigated the realities of building a financial life across borders. That lived experience, combined with her technical expertise in investment management, complex tax considerations, and behavioral finance, allows her to create strategic, personalized solutions tailored to the needs of globally mobile professionals and cross-border families.

Wealth IQ is a human-centered, fee-only financial planning and wealth management firm for globally minded individuals and families. 

We work with people navigating real life complexity—career transitions, cross-border moves, equity compensation, growing businesses, and big personal decisions. Our approach blends analytical rigor with empathy, helping clients make clear, confident choices about money that support the life they actually want to live.

Book time with Aditi here.