Investment Solutions For Canadian Residents With An IRA Or 401K Rollover

Raymond James (USA) Ltd. “RJLU” – 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. RJLU advisors 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. They also advise clients on cross-border issues such as PFIC rules, IRA and 401K rollovers and maintain professional networks to assist with planning, taxation and legal services as required.

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