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.
- Victoria 1175 Douglas St Ste 1000 Victoria, BC V8W 2E1
- T 250.405.2429
- Map & Directions
- Map & Directions
- Stony Plain 4310 33 Street Suite #118 Stony Plain, AB
- T 780.399.5552
- Map & Directions
- Map & Directions
- Edmonton 2300-10060 Jasper Avenue Edmonton, AB T5J 3R8
- T 780.399.5552
- Map & Directions
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. 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' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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