Financial Advisor
CurrentRaymond James (USA) Ltd. – is a Canadian based U.S. registered investment firm offering specialized advice to Americans living in Canada and Canadians living in the U.S. for their cross-border investment needs. We work closely with clients to translate their personal needs into a strategy for their cross-border accounts and advises clients on both Canadian and US securities. In addition, we provide assistance in dealing with cross-border issues such as PFIC rules and IRA Rollovers and maintain… Show more Raymond James (USA) Ltd. – is a Canadian based U.S. registered investment firm offering specialized advice to Americans living in Canada and Canadians living in the U.S. for their cross-border investment needs. We work closely with clients to translate their personal needs into a strategy for their cross-border accounts and advises clients on both Canadian and US securities. In addition, we provide assistance in dealing with cross-border issues such as PFIC rules and IRA Rollovers and maintain professional network to assist with planning, taxation and legal services as required.If you are an American (or a returning Canadian), we strongly recommend that you get in touch with us to ensure that you are leveraging the unique opportunities that come from working on both sides of the border.We have extensive experience in working with Americans looking to relocate in Canada.Please contact me on LinkedIn or directly at johannes.weinmar@raymondjames.caRaymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com Show less
