Offering Cross-Border Wealth Management Solutions
How does Raymond James (USA) Ltd. and Chris help our cross border clients?
Unlike most investment firms, Raymond James (USA) Ltd., or RJLU, is a Canadian based US registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US. Chris is registered as a RJLU advisor, and therefore is licensed and regulated in both Canada and the US. He works closely with clients to address their personal needs in a productive strategy while having full access to a network of professionals within the cross border community that he can call on to help with planning, taxation and legal aspects.
By way of example, Chris can manage:
- RRSPs and RRIFs for Canadians living in the US.
- IRAs for Americans living in Canada.
- Taxable account investments for Americans wanting Canadian and or US securities.
- Investment accounts for US-resident children of Canadian-resident parents.
- Discretionary and non-discretionary portfolio services in both currencies.
- Victoria 1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1
- T 250.405.2434
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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