cross border
Our cross-border services enable us to provide investors, both US- and Canadian-based, with comprehensive, consolidated wealth management regardless of where they reside. Sandhu Wealth, in conjunction with our partners, brings simplicity and clarity to these complex and sometimes difficult issues.
Not only do we know what to do, we know what to avoid.
Accounts we handle
Canadian accounts:
Individual, Joint, Corporate, Trust, TFSA, RRSP, RRIF, RCA, LIRA, LIF, Spousal, RESP.
US accounts:
Individual, Joint, Corporate, Trust, IRA (Traditional, SEP, ROTH, Simple, Rollover), 401(k), 403(b), LLC, Estate, 529 College Savings. All are available in multi-currency options.
For examples and more information, just click here.
Want to learn more? Just reach out.
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
