WEALTH ADVISORS FOR U.S. CITIZENS/GREEN CARD HOLDERS Living in Canada
WE ARE YOUR FULL-SERVICE, CROSS-BORDER SPECIALIZED WEALTH ADVOCATES
As your full-service wealth advisor team, here’s how we serve clients who are U.S. Citizens or Green Card Holders living in Canada:
- Manage your U.S. and Canadian accounts according to your unique goals
- Our dedicated in-house investment team protects and compounds your U.S. and Canadian investments with the benefit of our in-house investment strategies, and a wide variety of investment options in the marketplace
- Our financial and retirement planning experts partner with you, creating a personalized financial plan that we revisit together often
- With our elite network of top industry professionals, we support you with cross border tax, insurance, legal, and logistical expertise
- Above all, at Aspira Wealth we are committed to your future generations - the best thing we can do for you is to journey with you and your family
HELPING U.S. CITIZENS/GREEN CARD HOLDERS LIVING IN CANADA
REAL LIFE CLIENT STORY FROM ASPIRA WEALTH
COUPLE RETIRED IN CANADA NAVIGATES GREEN CARDS & 401(K) CHALLENGES
“Kevin and Betty, now longtime residents of Canada, originally moved here from Colorado after Betty's health issues led to her early retirement. Betty, a former U.S. permanent resident for 20 years, gave up her green card upon returning to Canada. Recently, Betty faced a challenge with her 401(k), which was managed by a well-known U.S. service provider. Her account had effectively been on autopilot, and it had served her well for years. However, through Aspira’s 360° Wealth Strategy and a significant shift in U.S. policy, it became evident to us that what had served her well for years was unlikely to do so in the future. It was clear to Betty that she needed a more hands-on approach. When she tried to adjust her investment allocation, she was told no changes could be made because she was no longer a U.S. resident. Her options were to cash out and pay taxes or leave the account as is. The Aspira Wealth team suggested transferring her 401(k) to an IRA with Raymond James USA Ltd. (RJLU). This solution kept her assets tax-deferred and in USD, while also providing her a long-term dedicated team of advocates at Aspira to help her make investment decisions that are best for her.”
- Chris
BOOK YOUR DISCOVERY MEETING
Whichever side of the border you find yourself on, we make your cross border complexities simple. Book an introductory meeting with your new advocate today or learn more about how we set our clients up for success, across generations.
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.
