Offering cross-border wealth management solutions
Haywood Securities (USA) Inc (“Haywood USA”) 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. Founded in 1996, Haywood USA was created to provide US clients with access to innovative natural resource, technology and “special situation” investment ideas. As Haywood USA advisors, we are licensed and regulated in both Canada and the US and work closely with clients to translate their personal needs into a strategy for their cross-border accounts. We also advise clients on cross-border issues, such as Passive Foreign Investment Company (PFIC) rules and IRA Rollovers, and maintain professional networks to assist with planning, taxation and legal services, as required.
Cross Border Shareholder Services
We work with Mining/Resource, Technology and other emerging sector companies to provide solutions for their non-Canadian investors with Cross Border Shareholder Services for restricted or legended securities.
How can Haywood USA help?
First, Haywood USA, unlike most investment firms registered with FINRA and the SEC, operates in and across Canada. Our firm is a subsidiary of Haywood Securities Inc., a Canadian IIROC member firm.
Second, within Haywood USA you’ll find experienced advisors, registered in both Canada and the United States. We understand the challenges that the cross-border American citizen faces and we have strong connections with other cross-border professionals in areas like tax, trust and estate planning, insurance and immigration.
By being registered in both countries and well-connected to other cross-border centers of influence, we can offer you more than just a Canadian wealth management solution. We can offer you a holistic wealth management solution to coordinate your entire portfolio of assets and keep you on track to achieving your financial goals.
Some of the accounts we offer our clients include:
- RRSPs and RRIFs for Canadians living in the US.
- IRAs for Americans living in Canada.
- Investments for Americans wanting Canadian investment ideas.
- Investment accounts for US-resident children of Canadian-resident parents.
Haywood USA is a member of the Securities Investor Protection Corporation, as well as the Financial Industry Regulator Authority (FINRA). If you wish to check on the background of Haywood Securities (USA) Inc. or any of its Registered Representatives, please visit FINRA’s BrokerCheck at http://brokercheck.finra.org