Cross Border Clients
Cross Border Clients
We help Americans and Canadians who find themselves in the unique situation of having investment accounts on both sides of the border. Whether you are a Canadian resident moving to the US, an American living in Canada, or a US resident who expects to inherit Canadian dollars, we can help.
For case studies of the types of cross border situations we can assist with, click here.
We are licensed and regulated in both Canada and the U.S., and work closely with clients to translate their personal needs into a strategy for their cross-border accounts. We can also advise clients on cross-border issues such as PFIC rules, IRA and 401(k) rollovers and we maintain professional networks to assist with planning, taxation and legal services.
SOME OF THE ACCOUNTS WE MANAGE FOR CLIENTS INCLUDE:
- RRSPs and RRIFs for Canadians living in the U.S.
- IRAs for Americans living in Canada.
- Investments for Americans wanting Canadian securities.
- Discretionary and non-discretionary accounts
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Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.
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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.
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