Offering cross-border wealth management solutions
Trusted guidance with wealth management solutions across the borders:
While the transition of moving countries and creating a new ‘home’ is exciting, it calls for an abundance of financial and tax planning, as well as careful investment management.
Because the move is complex in its nature and requires understanding the laws in varying jurisdictions and how they interact together, few advisory offices have the qualifications to work with and benefit people with cross-border investment requirements.
Being part of the Raymond James Financial family of companies, which includes Raymond James (USA) Ltd, Stephen Bishop is licensed and regulated in both Canada and the US, which uniquely positions us to serve cross-border clients in a way that other wealth management firms cannot. Applying our specialized knowledge enables us to take a multifaceted approach to manage the legal and regulatory challenges of cross-border investing, tax planning, and wealth management services.
With that advantage, we provide Canadian and US investors with a single, consolidated, wealth management solution, collaborating with a team of cross border lawyers, tax accountants and other cross-border specialists that Raymond James has placed at our disposal.
Who can benefit?
Our clients who can benefit from our cross-border specialty include:
- Canadians who are:
- Returning to Canada from the US
- Moving to the US
- Americans who are:
- Returning to the US from Canada
- Moving to Canada
Accounts we manage for clients include:
- Non-registered investments for Canadians living in the US
- RRSPs and RRIFs for Canadians living in the US
- IRAs for Americans living in Canada
- Non-registered investments for Americans living in Canada
- Investment accounts for US-resident children of Canadian-resident parents
- Portfolio management in both currencies
We might be for you if you are:
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.
