Offering Cross-Border Wealth Management Solutions

Cross-border Services

Part of the Raymond James Financial family of companies, Raymond James (USA) Ltd., or RJLU, is a Canadian-based U.S.-registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada, and Canadians living in the U.S.

As RJLU advisors, 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 also advise clients on cross-border issues, such as Passive Foreign Investment Company (PFIC) rules and IRA rollovers, and maintain professional networks to assist with planning, taxation and legal services, as required.

RJLU enables U.S. resident clients to hold both Canadian and U.S. currency accounts. This allows Canadian equities and Canadian dollar denominated fixed income to be added to client portfolios without having to settle in U.S. currency, thus avoiding foreign exchange spreads. U.S. clients can gain expert access to quality Canadian investment-grade instruments with our assistance.

Sophisticated wealth management