YOUR CROSS-BORDER
FINANCIAL ADVISOR
We are dedicated to helping affluent families oversee their ongoing U.S., Canada and cross-border financial planning complexities.
YOUR CROSS-BORDER
FINANCIAL ADVISOR
We are dedicated to helping affluent families oversee their ongoing U.S., Canada and cross-border financial planning complexities.
Cardinal Point is an independent Canada-U.S. wealth management group of companies 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.
Cross-Border Wealth Services
Moving from Canada to the U.S.
Canadians living in the U.S.
Moving from the U.S. to Canada
U.S. citizens living in Canada
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
U.S. TAX RESIDENTS: HOW TO NAVIGATE PFIC INVESTMENT RULES
OUR RECENT PUBLICATIONS
Ten Reasons Why Working with One Financial Advisor Is Better Than Two
It may be tempting to consider splitting your investment assets between two advisors. You may be surprised, though, by how many good reasons there are to not do so. This is particularly true for people living a cross-border lifestyle; keeping a home country advisor when you move increases reporting requirements, the number of tax filings, and, possibly, tax liability…
Cross-border Canadian Departure Checklist when moving to the U.S. Ebook
Before Canadians become permanent residents of the U.S., it is important to understand and prepare for the significant differences between these countries as to cross-border financial planning. Mistakes and missed deadlines in these matters can be costly. There are many considerations. Some are obvious, but many are not.
Kris Rossignoli featured in a Financial Post Article, “Getting remarried? Here are some…” | Canada US Border Tax
New Article featuring Kris Rossignoli, Canada US Border tax or Cross-Border Tax and Financial Planner on the Financial Post, "Getting remarried? Here are some tough money talks to have before saying 'I do'" Your relationship with finances can affect your personal relationships in complex ways, and this is never more so than when getting remarried. [...]