CROSS BORDER FINANCIAL PLANNING
We offer cross-border investment and financial planning services to individuals and families whose financial concerns lie on both sides of the Canada and U.S. border.
Our cross-border financial advisors are dually licensed in Canada and the U.S.
We are committed to helping you understand and simplify your cross-border financial concerns, so you can pursue the opportunities ahead of you with confidence. We can then help you develop an investment and financial plan that serves you now and into your future.
Simplify your cross-border investments
wHO WE HELP
Our cross-border serves can help you organize and manage your investments. Our clients include:
- Canadians moving to the U.S.
- Canadians living in the U.S.
- Americans moving to Canada
- Americans living in Canada
- Expatriates living abroad
How we help
For our Canadian and American clients, we can help with a variety of account types, including:
For Americans, we also help manage:
- Investments for Americans wanting Canadian securities
- Custodian accounts for minors
- Uniform Transfers to Minors Act/Uniform Gift to Minors Act accounts
- Transfer on death accounts
Our accounts enable you to hold multiple currencies within a single account. You can hold both U.S.- and Canada-based investment assets regardless of what side of the border you live on.
Our cross-border financial advisors are experienced in helping Canadians and Americans with investment and retirement accounts on both sides of the border.
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
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