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.
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.
OUR RECENT PUBLICATIONS
The Value of Diversification Looking Towards 2022
Financial planning doesn’t come with a crystal ball. No one—not even the best investment consultant—can say with absolute certainty how the market will move over a given period of time. We can, however, make predictions based on historical trends while diversifying the portfolios we manage in such a way as to capitalize on possible growth and mitigate potential loss. Learn more about how we do so in this article and explore our vision for the coming year.
