North Americans are more mobile than ever. Be it crossing the border for retirement or work we understand that there’s more involved than just a change in residency.
Given the increasing number of work and retirement related mobility cases in North America, demand for specialized cross-border financial advice, including immigration, tax, estate and investment planning is growing. We offer cross border wealth management solutions for Canadian citizens or residents living in or relocating to the U.S., and for U.S. citizens or residents living in or relocating to Canada. We also maintain professional networks to assist with taxation and re-location questions. Ian Morrison is an American\Canadian dual citizen who can be regarded as a single point of contact for a holistic view of cross-border accounts.
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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 of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the 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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