Offering Cross-Border Wealth Management Solutions

One Advisory Team Two Countries

Our cross border offering is centered around providing Canadian and US investors with a single, consolidated, wealth management solution regardless of where they are currently living or working.

Canadian and US currency investments (and accounts) are available to investors on either side of the border. Uniquely licensed in both Canada and the United States, our group has developed specialized expertise in the field bringing clarity to complex cross border issues.

cross border info graphic

  • Types of Accounts We Manage
  • Potential Issues
  • Solutions
  • Canadian Moving to the United States
  • Americans Living in Canada
  • US Residents Inheriting Canadian Dollars

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.

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