Your trusted financial partner in navigating the complex world of international trade
CaribbeeZX was founded in 2011 by former international trade specialist Eleanor Harding and tax attorney Marcus Chen, who recognized a critical gap in financial consulting services for small and medium-sized export-import businesses. After witnessing countless smaller trading companies struggle with the complex financial landscape of cross-border commerce, they combined their expertise to create a specialized consulting firm that could level the playing field.
In our early years, we focused primarily on helping Vancouver-based seafood exporters navigate the complexities of international taxation and currency risk. Our reputation for delivering practical, actionable financial advice quickly spread throughout the local export community. By 2015, we had expanded our team to include specialists in trade finance, compliance, and digital financial systems.
The turning point for CaribbeeZX came in 2017 when we successfully helped a client consortium restructure their Asia-Pacific supply chain financing, resulting in over $3.2 million in annual savings. This breakthrough project established us as innovative problem-solvers in the international trade finance community and led to our expansion beyond the Pacific Northwest.
Today, with clients in 35 countries and a team of 28 specialized consultants, CaribbeeZX has evolved into a comprehensive financial partner for export-import businesses of all sizes. While we've grown considerably, we maintain our founding commitment to personalized service and practical solutions that address the unique challenges faced by trading companies in an increasingly complex global marketplace.
At CaribbeeZX, our mission is to empower small and medium-sized export-import businesses to compete effectively in global markets through optimized financial strategies, reduced risks, and enhanced operational efficiency.
We believe that with the right financial expertise, businesses of any size can successfully navigate international trade complexities and build sustainable global operations. Our goal is to democratize access to sophisticated financial consulting that was traditionally only available to large multinational corporations.
Through personalized service, practical solutions, and continuous education, we strive to be not just advisors but genuine partners in our clients' international growth journeys.
The dedicated professionals who make your financial success possible
Founder & CEO
With over 25 years of experience in international trade finance, Eleanor brings unparalleled insights to complex export-import financial challenges. Her background includes senior positions at the Canadian Trade Commissioner Service and several multinational banks. Eleanor holds an MBA from the University of British Columbia and is a frequent speaker at international trade conferences.
Co-Founder & Chief Tax Strategist
Marcus specializes in international tax optimization for cross-border businesses. His expertise in multi-jurisdictional tax treaties and transfer pricing has saved clients millions in unnecessary tax liabilities. Previously a senior tax attorney at a Big Four accounting firm, Marcus holds an LLM in Taxation from New York University and certification as an International Tax Specialist.
Director of Currency Risk Management
Sophia leads our currency operations and risk management practice, helping clients navigate volatile foreign exchange markets. Her innovative hedging strategies have protected clients through multiple currency crises. Prior to joining CaribbeeZX, Sophia worked in currency trading at Nordea Bank and holds a Master's in Financial Engineering from ETH Zurich.
Head of Compliance & Regulatory Affairs
Raj ensures our clients navigate the increasingly complex regulatory landscape of international trade. His expertise in anti-money laundering regulations, trade sanctions, and customs compliance keeps clients' operations running smoothly across borders. Raj previously served at the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) and holds certifications in AML and Global Trade Compliance.
Measurable results that demonstrate our commitment to excellence
We've successfully served over 250 export-import businesses across 35 countries, ranging from startups to established mid-market companies with annual revenues up to $200 million.
Our tax optimization strategies have collectively saved our clients over $120 million in unnecessary tax liabilities while maintaining full compliance with all relevant regulations.
Our focus on long-term partnerships has resulted in an industry-leading 98% client retention rate, with the average client relationship lasting over 5 years.
Our team maintains specialized knowledge of financial regulations, tax codes, and banking systems across 35 major export-import markets worldwide.
Named "Top Boutique Financial Consultancy" three years running by International Trade Finance Magazine and recipient of the Export Excellence Award from the Canadian Chamber of Commerce.
Our clients typically realize a 22% reduction in their overall financial and compliance costs within the first year of implementing our recommendations.
Hear from the businesses we've helped succeed in global markets
"CaribbeeZX transformed our approach to international finance. Before working with them, we were leaving money on the table with inefficient currency conversions and tax structures. Their team created a comprehensive strategy that reduced our financial overhead by 31% while simultaneously expanding our export markets from three to seven countries. They understand the unique challenges of perishable exports and have been invaluable partners in our growth."
"When our electronics import business faced a major customs valuation dispute that threatened our entire operation, CaribbeeZX stepped in with a level of expertise I didn't think was available to mid-sized companies like ours. They not only resolved the immediate issue but implemented systems that have prevented similar problems for the past five years. Their team's knowledge of both Canadian and Asian regulatory environments is exceptional, and they communicate complex concepts in terms business owners can actually understand and implement."
"As a rapidly growing importer of sustainable products, we were struggling to scale our financial operations to match our business growth. CaribbeeZX provided exactly the guidance we needed, creating flexible systems that could grow with us. Their currency hedging strategy protected our margins during a period of extreme volatility, and their tax planning saved us over $85,000 in our first year alone. What impresses me most is how they continually educate our team, ensuring we understand the 'why' behind their recommendations."
Visual insights into our work environment and client engagements
Let our team of experts help you navigate the complexities of international trade finance, minimize your tax burden, and protect your business from currency risks. We specialize in creating customized solutions for small and medium exporters just like you.