Financial interests on both sides of the border?

We can help.

Financial interests on both sides of the border?

We can help.

We offer specialized cross-border wealth management solutions for Americans living in Canada and Canadians living in the U.S.

How We Help

How We Help

If you now reside in Canada and have been asked to transfer your IRA account or have inherited an IRA from a family member or relative in the US, then we can help. We are licensed both in the US and Canada which provides the unique ability to offer Individual Retirement Account “IRA” solutions to Canadian residents. This gives investors in Canada the ability to be patient with the IRA distribution decisions and also benefit from the flexible IRA beneficiary options. Contact us for help and your free IRA information brochure.

If you now reside in Canada and have 401(k), SEP, Simple or other group retirement plans in the US with different advisors in different jurisdictions may cause your retirement portfolios to become poorly diversified or out of balance. So, having a team of advisors who can manage investments on both sides of the US and Canadian border creates a solution to ensure investments are properly diversified and balanced and a financial plan that can continued to be added on to vs having to continue to rearticulate over and over again if you find yourself in this situation again in the future. To learn more about our cross-border services please contact us.

If you’re a Canadian inheriting a US account you may be exposed to:

  • US estate tax liabilities
  • Inability to access your inherited IRA or Roth IRA
  • Freezing of your inherited US accounts for over 18 months
  • Advisors may be unable to manage estate accounts.
  • Liquidation fees and taxes
LT Wealth Raymond James Co-branded Logo

Backed by Raymond James and Raymond James (USA) Ltd., we are licensed and regulated in both Canada and the US.

Performance

$796 billion in client assets worldwide ($48 billion in Canada). $11 billion market cap.

Analysts

76 analysts globally covering more than 1,300 companies. 17 analysts in Canada covering 260 companies.

Reputation

Added to the Fortune 500 list in June 2016. Added to the S&P500 index in March 2017.

Protection

Member of the Canadian Investor Protection Fund. Regulated by IIROC.

More than just a Canadian cross-border investment solution.

We offer a holistic wealth management solution to coordinate your entire portfolio of assets, keeping you on track to achieve your goals.

Meet our dedicated cross-border specialist:

Chris Mills, CIM, BComm

Financial Advisor

“Financial decisions can be stressful and complicated, and as a Financial Advisor I feel that I have an incredible opportunity to enhance the lives of my clients and their families. Your financial future will dictate your goals and your dreams, and I remain committed to all of my clients that I will work as hard as I can to make those dreams a reality.”

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(604) - 659 - 8061

LTwealth@raymondjames.ca

Suite 2100 - 925 West Georgia St

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Raymond James Ltd. is an indirectly wholly-owned subsidiary of Raymond James Financial Inc.
Securities-related products and services are offered through Raymond James Ltd. member of the Canadian Investor Protection Fund (CIPF).
Insurance products and services are offered through Raymond James Financial Planning Ltd. which is not a member of the Canadian Investor Protection Fund (CIPF).
Raymond James (USA) Ltd. is a member of FINRA/SIPC.

Copyright 2019 LT Wealth Management Partners | Website by Brent Sawkins

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