Raymond James: A Permanent Investing Solution For People With Lives And Investments In Both Canada And The US

February 4, 2022 - Participants Include:

LJ Eiben - Raymond James - @L_Eiben

 

John Richardson - @Expatriationlaw

 

Mr. LJ Eiben first participated as a guest in November of 2021 when we discussed US Social Security for Americans abroad. On January 26, 2002 he returned for a discussion about Canada Pension Plan and Old Age Security.

Today he returns to tell the story of Raymond James and it arose in response to the very real problems experienced by real individuals with ties to both the United States and Canada. LJ describes how Raymond James established itself as a cross broker/investment advisor/financial planner for individuals which include: US citizens living in Canada, Canadians moving to the United States and Green Card holders moving back to Canada. Canadian residents with US IRAs can hold their IRA with Raymond James. Canadians moving to the United States can continue to hold their RRSPs with Raymond James.

The bottom line is that Raymond James allows to those who move between Canada and the United States to keep their investments in one place.

The network of Raymond James advisors is large and growing and advisors are found throughout Canada.

For a description of Raymond James services and some case studies click here.

 

___________________________________________________

Mr. LJ Eiben is a Financial Advisor at Raymond James.

The information in this podcast was obtained from sources RJA and believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views expressed are not necessarily those of Raymond James (USA) Ltd. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

Raymond James (USA) Ltd. is a member of  FINRA / SIPC

_________________________________________________________________