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  • Raymond James Ltd
    40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2 T: 416.777.7000 F: 416.777.7020
    Map and Directions Map and Directions

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Cross Border Clients

Cross Border Clients

We help Americans and Canadians who find themselves in the unique situation of having investment accounts on both sides of the border. Whether you are a Canadian resident moving to the US, an American living in Canada, or a US resident who expects to inherit Canadian dollars, we can help.

  • Canadian residents moving to the United States

    Canadians tend to move to the United States to try to escape the cold or to follow an employment opportunity. When they do, they can find themselves in the unfortunate situation of being 'orphaned' by their existing Canadian based investment advisor as most Canadian investment advisory firms are not properly registered to do business with Canadians in the United States.

  • Americans living in Canada

    An American living in Canada can end up in the unfortunate situation of being 'orphaned' by their existing U.S. based advisor as most U.S. broker dealer and investment advisory firms are not properly registered to do business in Canada.

  • U.S. resident inheriting Canadian dollars

    Inheriting money from a Canadian relative? The weakness in the Canadian dollar versus the U.S. dollar can mean you will be in the unfortunate situation of receiving 15–25% less than you thought your inheritance would be. We can assist you by creating a disciplined investment strategy in Canadian dollars, and when there is a better time or a particular need for U.S. dollars, we can handle the foreign exchange conversion for you.

We are licensed and regulated in both Canada and the U.S., and work closely with clients to translate their personal needs into a strategy for their cross-border accounts. We can also advise clients on cross-border issues such as PFIC rules, IRA and 401(k) rollovers and we maintain professional networks to assist with planning, taxation and legal services.

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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Sample Advisor Site

  • Raymond James Ltd 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
  • T 416.777.7000
  • F 416.777.7020
  • Map & Directions
  • Map & Directions
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Website legal disclaimers
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.

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