Cross Border Financial Planning and Wealth Management Solutions Sartorial Wealth of Raymond James

Are you moving to Canada or the United States?
Are you unsure what to do with your Investments, IRAs or 401ks?
WE CAN HELP.


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.

SCHEDULE A CALL CROSS BORDER SOLUTIONS



FEATURED IN

Seamless Cross Border Financial Solutions

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Shiraz Ahmed
Shiraz Ahmed, CIM®
Senior Financial Advisor, Senior Portfolio Manager, Agent
Sarah Sherban
Sarah Sherban
Branch Administrator
Justin
Justin Ballentyne, CFP®, CRPC®
Financial Planner
Rainie Zhou
Rainie Zhou
Admin & Marketing Specialist

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.