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.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.
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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. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
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