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Cross Border Services

Cross Border Services

How does Raymond James (USA) Ltd. and Chris help our cross border clients?

Unlike most investment firms, Raymond James (USA) Ltd., or RJLU, is a Canadian based US registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US. Chris is registered as a RJLU advisor, and therefore is licensed and regulated in both Canada and the US. He works closely with clients to address their personal needs in a productive strategy while having full access to a network of professionals within the cross border community that he can call on to help with planning, taxation and legal aspects.

By way of example, Chris can manage:

  • RRSPs and RRIFs for Canadians living in the US.
  • IRAs for Americans living in Canada.
  • Taxable account investments for Americans wanting Canadian and or US securities.
  • Investment accounts for US-resident children of Canadian-resident parents.
  • Discretionary and non-discretionary portfolio services in both currencies.

 

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

Raymond James (USA) Ltd., member FINRA / SIPC