Sophisticated wealth management

Cross-Border Services We manage your cross-border accounts seamlessly.

Raymond James (USA) Ltd. (RJLU) is a Canadian based U.S. registered investment firm, offering integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US.

We are licensed and regulated in both Canada and the U.S., as RJLU advisors. That means, we can offer you a holistic wealth-management solution and coordinate your entire portfolio of assets to keep you on track to achieving your financial goals.

We work closely with you to build a customized strategy for your cross-border accounts. We also advise on cross-border issues – such as Passive Foreign Investment Company (PFIC) rules and IRA Rollovers – and maintain professional networks to assist with planning, taxation and legal services, as required.

Some of the accounts we manage for clients include:

  • RRSPs and RRIFs for Canadians living in the US.
  • IRAs for Americans living in Canada.
  • Investments for Americans wanting Canadian securities.
  • Investment accounts for US-resident children of Canadian-resident parents.
  • Discretionary and non-discretionary portfolio services in both currencies.

To see the types of cross-border situations we can assist with, view RJLU case studies.

  • U.S. citizens living in Canada
  • Canadian residents with IRAs – or other retirement accounts
  • U.S. residents including Canadians living in or moving to the U.S.
  • Snowbirds and/or other Canadians
  • How does Raymond James (USA) Ltd. help?

Find out more about our cross-border services.
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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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