Cross-Border Investment Services

Tom Cox, President of Canaccord Genuity Wealth Management (USA) Inc., is a dual Canadian and U.S. citizen, and has considerable expertise facilitating cross-border transactions, including the 904 Legend and 144 Legend removal process and dealing with family trust accounts.

Both Paul Borisoff and Tom Cox are Registered Representatives with Canaccord Genuity Wealth Management (USA) Inc., a member of FINRA and the SIPC.

Given the increasing number of work and retirement related mobility cases in North America, demand for specialized cross-border financial advice, including immigration, tax, estate and investment planning is growing.  The Borisoff Cox Wealth Management Group offers cross border investment solutions and a single source of contact and advice for Canadian citizens or residents living in or relocating to the U.S., and for U.S. citizens or residents living in or relocating to Canada. We also maintain professional networks to assist with taxation and re-location questions.  

The Borisoff Cox Wealth Management Group via Canaccord Genuity Wealth Management (USA) Inc. can help in the following areas:

 

  • Canadian market expertise for U.S. residents
     
  • Investment Solutions for Americans Living in Canada (IRAs, 401K rollovers)
     
  • Investment Solutions for Canadian Residents Moving to the U.S.

 

Contact us for more information:

Tom Cox
President of Canaccord Genuity Wealth Management (USA) Inc.
Registered Representative


Paul Borisoff
Registered Representative

CAN: 1-800-663-1899 | US: 1-800-663-8061
tom.cox@canaccord.com | paul.borisoff@canaccord.com
www.borisoffcoxwealth.com

 
Check the background of this investment professional on FINRA's BrokerCheck
 

Services for US investors provided by Canaccord Genuity Wealth Management (USA) Inc., Member FINRA, SIPC