Offering Cross-Border Wealth Management Solutions

United States Cross Border Services

Canadians who have worked in the US, Americans who have worked in Canada, and anyone who has changed their residency across the border often have stranded investments. As a result, these individuals may end up using multiple Investment Advisors to manage their Canadian and US accounts. Regulatory agencies are also imposing strict conditions on foreign investors and going so far as to reject long-standing clients.

Raymond James (USA) Ltd. now offers unique cross-border services for investors on both sides of the border. One multi-licensed Investment Advisor is the single point of contact for Canadian-held RRSPs, US-held IRAs, US-dollar investments, and Canadian dollar investments. Investors can hold investments in both Canadian and US dollars, avoiding foreign exchange charges. And since Raymond James (USA) Ltd. is under the umbrella of the Raymond James Financial family of companies, your advisor is able to offer advice on both Canadian and US investments.

Paul Siluch has been US-licensed since 2004 and is assisted by two additional US-licensed team members, Sharon Mitchell and Lincoln Jiang. Some of the accounts they manage for clients include:

  • RRSPs and RRIFs for Canadians living in the USA.
  • IRAs for Americans living in Canada.
  • Investments for Americans wanting Canadian securities.
  • American-resident children of Canadian-resident parents.
  • Discretionary and non-discretionary portfolio services in both currencies.
  • How We Help

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.

Raymond James (USA) Ltd., member FINRA / SIPC

Raymond James (USA) Ltd., member FINRA / SIPC.

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