Cross Border Financial Planning and Wealth Management Solutions Sartorial Wealth of Raymond James
At Sartorial Wealth, we help individuals with complex cross border situations using a consultative, team-based approach that examines all aspects of their financial affairs.
We help Americans and Canadians who find themselves in the unique situation of having investment accounts on both sides of the border. Whether you are a Canadian resident moving to the US, an American living in Canada, or a US resident who expects to inherit Canadian dollars, we can help.
We are licensed and regulated in both Canada and the U.S., and work closely with clients to translate their personal needs into a strategy for their cross-border accounts. We can also advise clients on cross-border issues such as PFIC rules, IRA and 401(k), rollovers and we maintain professional networks to assist with planning, taxation and legal services.
Questions to Ask Yourself
- Do you have investments, property or other assets in more than one country?
- Do you have a solid cross border plan?
- Are you working with an advisor who is licensed in both Canada and the US?
- Are you aware of how having assets in two countries can complicate your taxes?
If you answered no to any of the above, feel free to schedule a call and we would be happy to give you a complimentary analysis of your cross border financial situation.
Feel free to schedule a call and we would be happy to give you a complimentary analysis of your financial situation.