Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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    • Cross-Border Financial and Tax Planning
    • U.S. Citizens Living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross-Border Financial and Tax Planning
  • Cross-Border Services
    • Cross-Border Financial and Tax Planning
    • U.S. Citizens Living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog

Canadians Living in the U.S.

Canada skyline

CANADIANS LIVING IN THE U.S.

With Cardinal Point, Canadians living in the U.S. can have the assurance of knowing all of their cross-border financial planning considerations can be addressed by one company.

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For Canadians living in the U.S., it can be difficult to find a local financial advisor or tax practitioner that is well versed in Canada-U.S. cross-border financial planning. This forces many Canadian expats to work with multiple Canadian and U.S. practitioners which can be inefficient and costly. With Cardinal Point, Canadian expats can have the assurance of knowing all of their cross-border financial planning considerations can be addressed by one company. With Cardinal Point, clients receive the following services:

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    Coordinated investment management services for U.S. and Canadian accounts
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    Advice on specific assets that should transfer to the United States or remain in Canada
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    Advice on Canadian retirement account distribution strategies while residing in the U.S.
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    Holistic advice on cross-border financial and estate planning
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    Incorporated U.S. gift and estate strategies within the financial plan
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    Assistance with cross-border tax planning strategies
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    “Canada-U.S. Tax Treaty” advice to avoid double taxation
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    Guidance on retirement benefits, such as CPP, OAS, Social Security and Medicare
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    Assistance with currency conversion strategies
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    U.S. stock option and company bonus plan advice
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    Residential and commercial real estate advice
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    Health, life, disability, long-term care, business and property insurance review
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    Guidance on the unique economic and regulatory environment in the United States
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    Personal and corporate Canada and U.S. tax preparation including annual foreign account disclosure filings
US/Canada Investment Accounts

Investment
Management

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US/Canada Investment Accounts

Tax Planning
& Preparation

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US/Canada Investment Accounts

Wealth
Planning

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US/Canada Investment Accounts

Cross-border Financial & Tax Planning

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US/Canada Investment Accounts

Investment accounts in Canada and the U.S.?

Our team manages assets in both countries
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Speak with a cross-border financial planner

Speak with a cross-border financial planner

We handle all your cross-border tax & financial planning needs
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OUR RECENT PUBLICATIONS

Moving from US to Quebec

Estate Planning when moving from the U.S. to Quebec

If you’re a Canadian living in the U.S. or elsewhere in Canada and planning a return to your home province of Quebec, there are a number of factors you’ll need to consider including the ramifications of such a move on your current estate plan. In this article, we’ll take a closer look at differences between Common Law and Civil Law and how they relate to estate planning.

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Gifting Strategy for U.S. Citizens with a Non-U.S. Citizen Spouse Planning a Relocation to Canada