Cross-border financial guidance tailored to you

Speak with our team to get personalized support on U.S.–Canada cross‑border tax planning, retirement planning, estate succession, multi-currency and investment management or other situations unique to you. Whether you're moving between Canada and the U.S. or managing cross border assets, we’re here to help simplify your next move.

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How can we help you?* I’m a U.S. resident moving to Canada I’m a Canadian resident moving to the U.S. I need help with U.S.–Canada tax consulting I need help with cross-border retirement accounts (IRA, RRSP, 401(k), etc.) I’ve inherited a U.S. retirement account (IRA) I need help managing multi-currency investments across Canada and the U.S. I need help with cross-border financial planning (tax, investments, or retirement) Something else – I’ll explain below

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A member of our cross‑border advisory team will review your message and get back to you within 1–2 business days.
* Please note that we cannot accept instructions for trades or other time-sensitive information via this form.

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Raymond James (USA) Ltd.

Cross-border financial guidance tailored to you

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