Integrated Cross Border Wealth Management to serve you and your family's needs
What if you could manage all of your wealth from one place?
If you’ve ever had to transfer from the U.S. to Canada or manage wealth in both nations simultaneously, you know that the border can be one of the biggest complications between you and your wealth goals.
We have seen time and again how difficult these situations can become, and also how valuable it can be to have integrated wealth. That’s why we have sought to perfect the process within one of the few firms licensed to offer cross-border wealth management. Today, we are recognized as being one of North America’s leading cross-border financial specialists.
Dynamic thinking makes a difference
If you find yourself with multiple competing objectives, if your life takes you across the border and into legislative issues, or if you are approaching retirement without a clear plan, as someone facing complex financial challenges, what you need most are to get the right answers at the right time.
Introducing clarity
In other words, what you need is insight - the insight to focus on what's important to ensure you get what is right for you to be on the right path. Over the years, we have developed our capacity to see what others do not, as we gain experience and a respected status in the industry. We use this level of insight to bring clarity to our clients' wealth.

Americans in Canada

Canadians in the USA

Executives

Athletes & Entertainers
- 200 King Street W Suite 1900 Toronto, ON M5H 3T4
- 416.777.7158
- 416.946.1399
- Map & Directions
- Map & Directions
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
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.