Offering Cross-Border Wealth Management Solutions
Offering cross-border wealth management solutions
Part of the Raymond James Financial family of companies, Raymond James Investment Counsel LTD., is a Canada-based US registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US. We are licensed and regulated in both Canada and the US, 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.
Raymond James Investment Counsel, is registered with SEC as an investment adviser in the US under the Investment Advisers Act of 1940.