Cardinal Point is an independent Canadian-U.S. wealth management company created to service the sophisticated needs of high net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected.
We are dedicated to providing investment management, financial, estate and tax planning solutions to residents of the U.S. and Canada, Americans moving to Canada, Canadians moving to the U.S. and Canadian and U.S. expats living abroad.
Canadian and U.S. Expats Living Abroad
For those Canadians and Americans moving or living abroad, careful cross-border financial planning considerations must be given to ensure tax and regulatory compliance in both your home and adopted countries.
FEATURED WHITE PAPERS
Manage Your Canada-U.S. Cross-Border Lifestyle
Whether you are transitioning residency between Canada and the U.S. or you have already made the move, it is important to understand the benefits of a cross-border financial plan. Learn how Cardinal Point can help when holding investment assets or financial interests in the U.S. or Canada.
U.S. TAX RESIDENTS: HOW TO NAVIGATE PFIC INVESTMENT RULES
U.S. taxpayers living in Canada or the U.S. can unknowingly employ investment strategies in their portfolios that have unfavorable U.S. tax implications. Learn which investment securities should be considered and avoided within your investment accounts.
Podcast: Canada/US Cross-Border Planning Revisited with Terry Ritchie
Cardinal Point’s VP and partner Terry Ritchie joined host Jason Periera on his podcast to discuss recent developments around financial planning issues for Americans living in Canada and Canadians investing in the US.
Ebook: Lifetime Capital Gains Exemption & Qualified Small Business Corporation
The Lifetime Capital Gains Exemption (LCGE) is available to all Canadian residents and Americans living in Canada as a tax deduction on the sale of a Qualified Small Business Corporation (QSBC).
Ebook: Cross Border Implications of Holding 529 Plan
Many Canadians move for career opportunities to the U.S., work and raise families, and then plan to relocate back to Canada. A qualified tuition and educational savings plan for children (a 529 plan) is exempt from taxation in the U.S., in most cases …