Canadians in the US
Ease your stress and simplify your cross-border finances with us.
Stephen Bishop & Associates is part of the Raymond James family of companies, including Raymond James (USA) Ltd., a Canadian-based U.S. registered investment firm offering specialized cross-border advice. We are licensed and regulated in both Canada and the US, making us uniquely positioned to serve cross-border clients in a way that other wealth management firms cannot.
The process of transitioning from one country to another can be daunting all by itself. While getting closer to family, retirement in a warmer climate, or a new job, are all good reasons to move to the United States, Canadians can unexpectedly find themselves caught up by the different financial regulations, tax rules and investment structures. That’s why we specialize in simplifying the process, and creating a plan that best suits you, and protects your assets.
The ultimate goal with cross-border wealth management, regardless of where you reside, should be control and confidence that things are being done right, effectively, and efficiently. Minimizing your tax burden and optimizing a wealth plan tailored to your situation isn’t a big ask. At Stephen Bishop & Associates, we have the specialized knowledge and licensing for cross-border planning, transition of assets, and ongoing oversight of investment portfolios in both Canada and the US.
Among the Accounts We Manage for Clients are:
- Non-registered investments for Canadians living in the US
- RRSPs and RRIFs for Canadians living in the US
- Investment accounts for US-resident children of Canadian-resident parents
- Portfolio management in both currencies
To learn about our cross-border specialty, click here to book a consultation with us.
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.
