Cross-Border Financial Planning

At Cardinal Point, we understand that there’s no such thing as a “one size fits all” cross-border financial planning strategy. That’s why our team of financial advisors ensures that each client receives personally tailored tax, legal and investment solutions that fit their unique cross-border lifestyle.

Increasing Need for Cross-Border Specialists

Whether for professional or personal reasons, more people are taking up permanent or temporary residence in other countries. Never has this been more true than today, particularly for Canadian and American citizens. And while a move into a new country represents a new and exciting time, this transition also requires proper financial planning, tax planning and investment management.

Trusted Guidance Across Borders

Cardinal Point takes a multifaceted approach to providing wealth management services in the United States and Canada. Our investment management, tax and financial planning solutions are tailored to those living and working in the U.S. and Canada and those expats living abroad. Cardinal Point’s team of advisors specialize in cross-border planning, transition of assets, and ongoing oversight of investment portfolios.

Who Can Benefit

Those clients who benefit from our cross-border financial, tax and estate planning and investment management oversight expertise include:

  • Executives and professionals working and living across the border
  • Canadians retiring in the United States and Americans retiring in Canada
  • Small business owners with companies on both sides of the border
  • Canadians returning to Canada and Americans returning to the United States
  • Canadian and U.S. expats living abroad

Contact a Cardinal Point planning expert today to discuss how our U.S.-Canada cross-border solutions can be customized to your particular situation.

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