Cross Border Wealth Management to meet your financial needs

We have the experience and expertise to help guide you through the process.

April Dorey Hartwig has been helping families manage their wealth through the transition as they move between Canada and the US since 2008 and advising Canadians since 1999.

• We work closely with clients to translate their personal needs into a strategy for their cross-border accounts.
• We can advise you on some of the most common legislative and taxation challenges you will face.
• We can provide you with access to your Canadian and American wealth all from one place.
• Multi-currency and global investing accounts for US residents.
• Canadian and US currency accounts for Canadian residents.
• Cross-border financial planning support with Raymond James’ legal and estate planning expertise.
• Raymond James (USA) Ltd. is a Canadian-based U.S. registered investment firm offering specialized advice to Americans living in Canada and Canadians living in the U.S. for their cross-border investment needs.
• Raymond James (USA) Ltd. protects your account as a member of The Securities Investor Protection Corporation (SIPC). https://www.sipc.org/