Cross-border financial advisors are navigating one of the most dynamic and politically charged periods in recent memory. In this feature, Kris Rossignoli, Senior Private Wealth Manager at Cardinal Point Capital Management, offers a front-line perspective on how shifting U.S. policies and heightened cross-border sensitivities are reshaping client behavior and financial planning strategies.
Rossignoli notes an unprecedented surge in cross-border advisory work since the U.S. election, as both Americans and Canadians consider relocation for political, personal, and economic reasons. From advising business owners on where to expand amid new U.S. tax incentives to helping clients manage the emotional weight of uncertainty, he highlights the complex blend of policy navigation and empathy now required in cross-border wealth management.
As both a practitioner and a Canadian living in New York, Rossignoli’s own experience underscores the broader reality: even well-prepared professionals are adapting to heightened scrutiny at the border and volatile policy landscapes. His insights reveal how today’s advisors must balance technical precision with human understanding in a time of change.
Read the full article to explore Rossignoli’s perspective on how these forces are reshaping cross-border financial planning.
