CANADIANS LIVING IN THE US
With Cardinal Point, Canadians living in the US can have the assurance of knowing all of their cross-border financial planning considerations can be addressed by one company.
CANADIANS LIVING IN THE US
With Cardinal Point, Canadians living in the US can have the assurance of knowing all of their cross-border financial planning considerations can be addressed by one company.
For Canadians living in the US, 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:
- Coordinated investment management services for U.S. and Canadian accounts
- Advice on specific assets that should transfer to the United States or remain in Canada
- Advice on Canadian retirement account distribution strategies while residing in the U.S.
- Holistic advice on cross-border financial and estate planning
- Incorporated U.S. gift and estate strategies within the financial plan
- Assistance with cross-border tax planning strategies
- “Canada-U.S. Tax Treaty” advice to avoid double taxation
- Guidance on retirement benefits, such as CPP, OAS, Social Security and Medicare
- Assistance with currency conversion strategies
- U.S. stock option and company bonus plan advice
- Residential and commercial real estate advice
- Health, life, disability, long-term care, business and property insurance review
- Guidance on the unique economic and regulatory environment in the United States
- Personal and corporate Canada and U.S. tax preparation including annual foreign account disclosure filings
Speak with a cross-border financial planner
We handle all your cross-border tax & financial planning needs
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Fiduciary Standard or a Pretender
A Cardinal Point advisor adheres rigorously to the fiduciary standard—a commitment that puts your interests ahead of those of Cardinal Point or any outside organization. Some financial advisors do not; instead, they skew their advice and investment options to ones which benefit them. For Cardinal Point clients, it is most reassuring to know that all recommendations must be made with only one concern: that this is the best thing for you.
