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Your Cross-Border Financial Advisor

Cardinal Point is an independent 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 and cross-border planning solutions, as well as financial, estate and tax planning, within the United States and Canada.

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.

Cross-Border Solutions & Services

Cardinal Point specializes in providing cross-border financial and tax planning solutions to Canadians moving to the U.S., Canadians living in the U.S., Americans moving to Canada, Americans living in Canada and Canadian and U.S. expats living abroad.


Cross-Border Tax, Wealth & Financial Planning


Tax Preparation and Planning


Investment Management


Financial Planning

Our Featured Articles

Options for your CAD Non-registered assets when moving to and/or living in the U.S

The strong U.S. dollar has created new challenges for those moving to the United States from Canada—but understanding these challenges, and your options, can help you to navigate the financial transition as smoothly as possible.Here's the … [Read More...]

9 Essential Elements of Cross-Border Transition Planning

"How do I move my financial life to another country?" It's a question we hear from many clients as they begin making a cross-border transition. Whether you are making the move to the U.S. or Canada, you want to transition your finances smoothly and … [Read More...]

Do You Have to Pay U.S. Taxes for Canadian Registered Retirement Savings Plan Withdrawals?

Have you recently moved to the United States from Canada and left your Registered Retirement Savings Plan (RRSP) open? After becoming a U.S. resident, you might be wondering if you have to pay U.S. taxes on withdrawals from your Canadian retirement … [Read More...]

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Legal and Compliance

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises three legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada and Cardinal Point Wealth Management Inc., a Canadian financial planning firm. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.