Chris Mills is an experienced Financial Advisor with the distinguished designation of Chartered Investment Manager (CIM). He is licensed in Canada and the US and helps clients with ties to both countries implement cross-border investment strategies as a member of Raymond James (USA) Ltd. Chris assists with everything from PFIC rules to IRA and 401k rollovers.

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Patrick Caffrey, CPA, CA, TEP, CFP, CIM

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Terry Wright, CIM