The Projects:


Canada-US S.A.G.E. launched the first-of-its kind event that coordinated the activities of the leading 50 organizations in Canada and the United States to develop a strategic vision and deliverables for the next U.S. Administration, Congress, and Government of Canada. The U.S.-Canada Summit 2016: Strategies, Advocacy, Gateways and Engagement was held on June 15-17, 2016 at The Ohio State University in Columbus, Ohio and featured high ranking government officials, business leaders, scholars, and the media. For more information, please see:

Areas of Expertise:

Before the Border Issues

  • Establishing relationships with Canada-U.S. supply chain actors, procurement officials, diverse and minority suppliers, economic development organizations and tax incentive authorities, innovators, and experts
  • Securing financing including strategic and venture capital for cross-border trade and investment
  • Corporate structuring and tax considerations
  • Recruiting and hiring cross-border professionals and sales force
  • Intellectual Property protection and enforcement

At the Border Issues

  • Classification of Goods
  • Valuation of Goods
  • Origin of Goods
  • Import Permits
  • Customs Compliance, including agri-food issues
  • HST/GST Issues
  • Business Travel Issues
  • Labor Mobility Initiatives
  • NEXUS Issues
  • Export of Sensitive Goods
  • Technical Barriers to Trade

Behind the Border Issues

  • Cross-Border Payroll and Insurance Issues
  • Regulatory compliance such as Canada’s Anti-Spam Legislation (CASL)
  • Buy America(n) / Buy Canada(ian)
  • Anti-Dumping and Countervailing Duties (AD/CVD), NAFTA, WTO/GATT

Public Policy Issues

  • Beyond the Border (BtB) including Preclearance and Single Window Initiative
  • Regulatory Cooperation Council (RCC)
  • Labor Mobility, including Known Employer Program
  • Public Private Partnerships (PPP) / Alternative Financing Procurement (AFP)
  • Infrastructure Strategies
  • Advanced Manufacturing
  • Regional Wellness Partnerships
  • Cross-Border Private Equity
  • Venture Capital Development
  • Best Practices

Organizational Leadership

  • Organizing conferences
  • Finding speakers
  • Vetting topics
  • Organizing trade missions in Canada and the United States


  • Advocating for manufacturers, exporters and importers
  • Identifying barriers to trade
  • Identifying government decision makers
  • Arranging meetings
  • Identifying competitive opportunities