Wealth Without Borders

LET US UNTANGLE YOUR CROSS-BORDER FINANCIAL LIFE AND PUT YOU ON THE PATH FORWARD!

Our team is uniquely positioned to overcome the limitations that other wealth managers have concerning cross-border clients. We understand the challenges involved in managing wealth in both countries and our experience with complicated situations has provided us with the expertise to help you. We are different because we can integrate Canadian and American wealth. Steele Wealth Management is part of the Raymond James Financial family of companies. Raymond James (USA) Ltd. is a Canadian based US registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US.

Steele Wealth Management is licensed and regulated in both countries and is recognized in North America as a foremost cross-border wealth management team. We can offer you more than just a Canadian wealth management solution. We can offer you a consolidated wealth management solution and coordinate your entire portfolio of assets to keep you on track to achieving your goals. We have a number of criteria that we use to determine whether our services are a good fit for potential clients. Note that our services are designed for clients who have $1 million or more in investable assets.

OUR SPECIALTY IS CROSS-BORDER WEALTH MANAGEMENT

  • We offer our clients one comprehensive, integrated financial plan
  • Our team is the single point of contact for our clients
  • We strategically manage both US and Canadian retirement plans
  • Our approach to wealth management is customized to address the unique goals of each client
  • We take an active approach to managing our client’s portfolios to select the most suitable investment products
  • We integrate retirement and pension benefits from both countries minimizing the impact of taxes in both countries
  • We provide proven solutions to address the impact of the Passive Foreign Investment Company (PFIC) rules
  • Our US clients gain access to quality Canadian investment grade instruments
  • We can invest Inherited IRAs for IRA beneficiaries who are Canadian residents
  • We provide practical advice for Americans moving to Canada
  • We understand the cross-border taxation of real estate properties to minimize taxes in both countries

CHOOSING A PARTNER FOR YOUR WEALTH MANAGEMENT NEEDS

It’s a BIG decision to choose your advisory team. Here are some reasons why our clients choose to work with us:

  • Our team members are a variety of ages to facilitate team succession planning. You will never need to change advisory teams as there will always be team members that are familiar with you and your circumstances
  • We are in the sweet spot where we are small enough to know you well, and with 160 years combined experience, we are big enough to have the bench strength to address your needs
  • We are backed by Raymond James Financial a Fortune 500 company
  • Our team has longevity, working together for over 20 years with over 160 years industry experience
  • The success of Steele Wealth Management is predicated on building long-standing relationships - we have families where we are involved with four generations
  • Our comprehensive planning encompasses an in-depth analysis of all aspects of your life vision and financial goals to help you see the big picture. This approach ensures that we are able to personalize a plan that addressing all your details.
  • We partner with cross-border tax consultants, lawyers, estate planning advisors and professional trustee

FOLLOW US ON SOCIAL MEDIA

Stay up to date with cross-border news by following:

 

@SteeleWM
@SteeleWM
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Brian Steele
Laura Prust
Sam Ryder
Matthew Bell

 


CONTACT US TO FIND THE PATH FORWARD

Note that our services are designed for clients who have $1 million or more in investable assets. If this is your situation, we invite you to contact us by completing this form.

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