Your American and Canadian cross-border finances, simplified

One advisor to serve both sides of your financial life

A life that spans borders provides an uncommon perspective and often a complex financial picture. If you have an American 401(k) but live in Canada, a Canadian RRSP but live in the United States or have financial concerns on both sides of the border, Raymond James (USA) Ltd. can help you align the distinct pieces of your financial life with one another.

See the difference

Real estate or financial advisor showing contract to couple at home during business meeting

American residents of Canada

If your investment and retirement accounts are based in the U.S. but you no longer are, you may need a financial advisor who can meet your specific needs.

Senior couple has serious discussion about home finances

Canadian residents of the U.S.

Few U.S. firms are equipped to manage your Canadian investments. Plus, you may wish to keep your investments in Canada. We can help you explore options that best suit you.

About Raymond James Investment guidance tailored to your life

For more than 80 years, Raymond James Ltd. has helped individuals and families pursue their goals with financial guidance focused solely on their lives. Raymond James (USA) Ltd. is part of that proud tradition.

Hear our story

Raymond James (USA) Ltd.

Your American and Canadian cross-border finances, simplified

One advisor to serve both sides of your financial life

American residents of Canada

Canadian residents of the U.S.

About Raymond James Investment guidance tailored to your life

Bring clarity to your cross-border investments

Connect with us