CROSS BORDER FINANCIAL PLANNING AND WEALTH MANAGEMENT For Both Canadian And U.S. Residents
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.
Feel free to schedule a call and we would be happy to give you a complimentary analysis of your financial situation.
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Canadian Accounts: CORPORATE, CASH, INDIVIDUAL, JOINT, TRUST, TFSA, RRSP, RESP, RRIF, RCA, LIRA, SPSL
American Accounts: CORPORATE, CASH. INDIVIDUAL, JOINT, TRUST, TRADITIONAL IRA, ROTH IRA, SEP IRA, SIMPLE IRA, 401(k), 403(b), 529, LLC, ESTATE
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Mutual Funds: watch out for holding mutual funds in non-registered accounts as it could create extra tax filing requirements
Offside Accounts: RESP and TFSA accounts may need to be closed
Gains on Property: US taxpayers may incur tax liability on the sale of a Canadian home that cannot be fully offset with the Principal Residence Exemption
ETFs and REITs: holdoing ETFs and REITs in non-registered accounts is considered passive foreign investment companies
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Consolidate: hold Canadian and US accounts all in one place (including RRSP, IRA, and 401(k) accounts.
Single Point of Contant: synergy is created from having a single point of contact for all Canadian and US investment and retirement accounts.
Referral Sources: access network of cross border accountants, real estate agents, insurance specialist and lawyers
Cross Border Situations
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.
