Cross-Border Wealth Management

We provide Cross-Border Wealth Management advice and solutions to both American and Canadian citizens resident in the US and Canada.

Benefiting from mobility and opportunity, North American families often find themselves managing increasing financial complexity due to legal, tax, investment, regulatory, estate and foreign exchange considerations.

Clients that benefit from fully integrated cross-border investment management, tax, life event, legacy and protection planning are:

  • Business owners with companies in the US and Canada
  • Executives and professionals working and living in the US and Canada
  • Canadians and Americans retiring in the US or Canada
  • Americans and Canadians returning home
  • Canadians and Americans receiving or bequeathing inheritances on both sides of the border

We will support you and your family in navigating your cross-border implications and develop a clear, personalized and integrated financial and investment plan.

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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