Simplifying the complexities of your cross-border wealth

 

As one of the select few teams at RBC Dominion Securities able to provide cross-border services to our clients, we are uniquely positioned to help simplify complexities, devise strategies, and remove barriers for Canadians residing in the United States and Americans living in Canada. For more information, we encourage you to contact us directly.

  • Investment advice

    Working in close collaboration with our partners and staying true to your unique Investment Policy Statement (IPS), we supply direct and indirect, personalized investment advice that reflects changing market conditions and your evolving needs.

  • Laws & regulations

    Backed by the knowledge, expertise, and experience of our cross-border affiliates, we ensure the management of your wealth is fully compliant with legislation and regulatory frameworks in Canada and the U.S.

  • Tax considerations

    We help you navigate the complexities of cross-border tax, paying close attention to Canadian and American tax regulations in order to lighten your tax burden, take advantage of deductions, and propel you toward your goals.

  • Transition guidance

    Whether you’re a Canadian contemplating a move across the border, returning from America, or an American living in Canada, we seek to simplify your transition by taking care of your needs – financial or otherwise.

Your needs, priorities, and goals.

Our strategies, solutions, and care.

 

Discover what true collaboration with an expert team can do for you

Let’s chat