If you are a US citizen or have worked in the US and gained assets, such as IRAs and 401(k)s, knowing how to manage that wealth can be confusing and complex once you are living in Canada. At Grant Investments, clients can find convenience and cross-border, licensed advisors to steer them in the right direction.
“As a resident of Qualicum Beach, I have met many retirees in recent years, many of whom have moved to Qualicum Beach, Parksville and nearby Communities from other areas,” says Jim Grant, owner of Grant Investments/Raymond James, and licensed investment advisor.
“Representing the Raymond James Private Investment Management Group, my team and I offer an exceptional wealth management service that can benefit individuals looking for quality retirement planning, estate planning, and wealth management services,” says Grant.
“Through my personal licensing and registration, and the Raymond James (USA) Ltd. cross-border platform, I can manage US investment plans, such as IRAs,” says Grant.
At Raymond James (USA) Ltd., clients find an experienced advisor licensed and registered in both Canada and the United States.
“We understand the challenges that the cross-border American citizen faces and have strong connections with other cross-border professionals in areas like tax, trust and estate planning, insurance and immigration,” says Grant.
In many situations, local investors with US retirement plans still deal with investment companies south of the border.
“In addition to regulatory concerns, there are convenience issues that can be easily overcome by working with a local Raymond James cross-border wealth management professional,” says Grant.
Grant can work with cross-border accountants to ensure retirement plans goes smoothly.
Grant’s clients are in Parksville, Qualicum Beach, Campbell River, Courtenay, Comox, Nanaimo, and Victoria. They rely on Grant Investments to help them navigate the complexities of cross-border investing.
Grant Investments can help with things like RRSPs, and RRIFs for Canadians living in certain US States , IRAs for Americans living in Canada, Investments for Americans wanting Canadian securities, and investment accounts for US-resident children of Canadian-resident parents.
By being licensed and registered in both countries, investment professionals like Grant can be connected to other cross-border centres of influence and offer a holistic wealth management solution.
“We can coordinate your entire portfolio of assets and keep you on track to achieving your financial goals,” says Grant.
Raymond James Ltd. is a Member Canadian Investor Protection Fund.