Cross border portfolio manager?

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dbaezner
Posts: 13
Joined: Sat Oct 25, 2014 3:38 pm

Cross border portfolio manager?

Post by dbaezner » Fri Sep 18, 2020 4:43 pm

Hi. I'm looking for a portfolio manager for cross-border investing and am wondering if your firm can recommend someone with whom your clients work? I now live permanently back in Canada and manage a self-directed IRA through TD Ameritrade, but since they've been bought by Charles Schwab, I'm concerned they may kick their Canadian clients to the curb as not cost-effective for their business. I'm not having much luck finding an alternative to them, although Raymond James has a number of cross-border wealth managers, many of whom are expensive and have high minimums. Any suggestions would be greatly appreciated.

Thanks.

nelsona
Posts: 16549
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Re: Cross border portfolio manager?

Post by nelsona » Sun Sep 20, 2020 9:04 pm

Scwab will handle IRAs for CDn residents, so long as they can prove that theu at one time lived in US.
Nelsona Non grata. Non pro. Search previous posts. Happy Browsing :D

dbaezner
Posts: 13
Joined: Sat Oct 25, 2014 3:38 pm

Re: Cross border portfolio manager?

Post by dbaezner » Mon Sep 21, 2020 8:07 am

That's funny. They're the ones I worried would kick us out of the new combined firm.

Thank you for the tip.
Dirk

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