Cross Border Services
The Canada/US border is the longest international border in the world – with tremendous opportunities and interactions between the two countries. However, as individuals navigate the different rules and complexities between the US and Canada, they are met with barriers, delays and conflicting opinions.
The Wyndham Group is uniquely positioned to provide seamless advice and investment solutions for all of our cross-border clients.
As one of the few advisory teams registered in both Canada and the US, our group offers integrated wealth management solutions to:
- Americans moving to or living in Canada
- Canadians moving to or living in the US
- Individuals who have a cross border work history
- Dual citizens living in Canada
- Executives and athletes with US and Canadian connections
- Canadians holding a US Green Card
- Canadians with specific cross border assets and relationships
The Wyndham Group offers specialized guidance to individuals and families whose financial concerns lie on both sides of the Canada-United States border. We work with you to simplify complex issues, so you can have confidence in your financial picture.
Beyond enabling you to meet the regulatory requirements of cross-border investments, we can also help you plan your financial future, taking into account both sides of your financial life and aligning them with your long-term goals.
With the expertise and the long history of Raymond James in both the US and Canada, the Wyndham Group has deep resources to develop a cross border wealth strategy tailored to your distinct needs. Simply, effectively, and all under one roof.
