Cross-border Specialists
Chris Raper
CFP®, CIM®
Senior Wealth Advisor, Co-Founder
Clarke White
CFP®, CRPCTM
Financial Planner
LJ Eiben
CFP®, CIM®
Cross Border Specialist
HOW DOES ASPIRA and RAYMOND JAMES (USA) LTD. HELP OUR CROSS BORDER CLIENTS?
Unlike most investment firms, Raymond James (USA) Ltd., or RJLU, is a Canadian based US registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US. Chris is registered as a RJLU advisor, and therefore is licensed and regulated in both Canada and the US. He works closely with clients to address their personal needs in a productive strategy while having full access to a network of professionals within the cross border community that he can call on to help with planning, taxation and legal aspects.
By way of example, Aspira can manage:
- RRSPs and RRIFs for Canadians living in the US.
- IRAs for Americans living in Canada.
- Taxable account investments for Americans wanting Canadian and or US securities.
- Investment accounts for US-resident children of Canadian-resident parents.
- Discretionary and non-discretionary portfolio services in both currencies.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – Canadian Investor Protection Fund and member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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