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.
Cross border portfolio manager?
Moderator: Mark T Serbinski CA CPA
Re: Cross border portfolio manager?
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. Please Search previous posts, no situation is unique as you might think. Happy Browsing
Re: Cross border portfolio manager?
That's funny. They're the ones I worried would kick us out of the new combined firm.
Thank you for the tip.
Dirk
Thank you for the tip.
Dirk