Cross border portfolio manager?

[dbaezner]

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]

Scwab will handle IRAs for CDn residents, so long as they can prove that theu at one time lived in US.

[dbaezner]

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

Thank you for the tip.
Dirk