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Canada US Investment Management

We can handle all of your Canada-U.S. investment management, tax, estate and financial planning complications

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Our cross-border financial planning team can provide an assessment of your needs based on your unique circumstances

How We Help

Cross-Border Financial Planning
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Americans Living in Canada
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What We Do

Investment Management
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Private Wealth Services for U.S. Residents
Private Wealth Services for Canadian Residents
Cross-Border Financial & Tax Planning
Business Management for Athletes

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Canadians in California
Canadians in Texas
Canadians in Florida
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Canadian and U.S. Expat Tax Planning
Wealth Management for U.S. Citizens in Canada
Calgary Financial Planner
Custodian Closed Your Cross-Border Investment Account?
Part 3 Form CRS

Videos & Social Media

Americans in Canada: Investment Basics
Americans Selling Canadian Homes Face Tax Issues
Does it make financial sense to renounce your U.S. citizenship?

Copyright © 2024 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC, PEI). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.