Are you a Canadian living, working, or planning to retire in the United States? Managing income, investments, retirement savings, and taxes across two countries involves navigating complex financial systems, but with the right guidance, it is possible to achieve clarity and success. With over 800,000 Canadians residing in the U.S., cross-border financial planning plays a vital role in securing their financial future.
In this video, John McCord, Vice President and Portfolio Manager at Cardinal Point Wealth Management, shares valuable insights on cross-border financial planning. John delves into important topics such as tax implications, investment strategies, retirement planning, and estate planning. He explains how the Canada-U.S. Tax Treaty can help reduce double taxation and outlines strategies for managing accounts like RRSPs and 401(k)s across borders.
Thoughtful financial planning is essential to optimize investments and avoid costly mistakes. Cardinal Point’s team provides personalized solutions, multicurrency reporting, and the specialized support needed to align financial strategies with your goals while navigating the complexities of cross-border finances.
For Canadians balancing life between Canada and the U.S., this video offers practical guidance. Watch to hear John McCord’s perspectives and learn how Cardinal Point can help you achieve financial success across borders.