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1 year ago
Refer me to forums if this has been answered please. My financial advisor says they cannot service my account if I don’t have a US mailing address. How is this usually handled? Do I need to move my funds or can I keep a US mailing address and still access it from Canada?

CitizenM
CitizenM
SJB Global
SJB Global

SJB Global is a top-rated financial advisory firm specializing in expat financial advice worldwide, offering retirement planning & tax-efficient solutions with a regressive fee model.
Learn More

SJB GlobalSJB Global

SJB Global is a top-rated financial advisory firm specializing in expat financial advice worldwide, offering retirement planning & tax-efficient solutions with a regressive fee model.
Learn More

CitizenM
CitizenM

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