Canadians seeking a truly global perspective on investing.
Canadians and/or US citizens with non-domestic retirement accounts.
We can manage IRAs and other US retirement accounts for Canadian residents, as well as RRSPs and other Canadian accounts for US residents.
US citizens living in Canada. Regardless of residency, US citizens are required to file US tax returns. Depending on the types of Canadian investments, reporting and disclosure requirements can be complicated and onerous. Our cross-border expertise allows us to simplify matters considerably.
Snowbirds and other frequent travellers. Regulations restrict Canadian advisors from taking certain investment instructions from clients while in the US - if the Canadian advisor is not registered in the particular state. Through Raymond James (USA), Jim has the ability to register in any US state if required to service his clients.
US residents seeking access to Canadian financial markets.
We've worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect.