Grant Investments which is based in Parksville, BC, is part of the Raymond James Financial family of cross-border investment management companies. 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.
As advisors registered with both Raymond James Ltd. and Raymond James (USA) Ltd., we are licensed in both Canada and the US. We work closely with clients to translate their personal needs into a strategy for their cross-border accounts. We also advise clients on cross-border issues, such as Passive Foreign Investment Company (PFIC) rules and IRA Rollovers. We also maintain professional networks to assist with planning, taxation and legal services, as required.
RJLU enables US resident clients to hold both Canadian and US currency accounts. This allows Canadian equities and Canadian dollar denominated fixed income to be added to client portfolios without having to settle in US currency, thus avoiding foreign exchange spreads. US clients can gain expert access to quality Canadian investment grade instruments with our assistance.
Raymond James (USA) Ltd., unlike most investment firms registered with FINRA and the SEC, operates in and across Canada. Our firm is a subsidiary of Raymond James Financial (NYSE:RJF) and is exempt from registration application in Canada to be able to help American citizens living across Canada.
We’ll bring you together with an experienced wealth management advisor who is registered in both Canada and the United States. We understand the challenges that the cross-border American citizen faces. Our strong connections with other cross-border professionals in areas like tax, trust and estate planning, insurance and immigration, will serve you well.
By being registered in both countries and well connected to other cross-border centers of influence, we can offer you more than just a Canadian wealth management solution. We can offer you a holistic wealth management solution AND coordinate your entire portfolio of assets to keep you on track to achieving your financial goals.
Some of the accounts we offer include: