Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
    • Indigenous Wealth Services
  • Cross-Border Services
    • Cross-Border Wealth Management, Financial and Tax Planning Advisor
    • Cross-Border Financial Planning
    • Cross-Border Tax Planning
    • Cross-Border Estate 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
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
    • Indigenous Wealth Services
  • Cross-Border Services
    • Cross-Border Wealth Management, Financial and Tax Planning Advisor
    • Cross-Border Financial Planning
    • Cross-Border Tax Planning
    • Cross-Border Estate 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

Cardinal Point Social Hub | Engage & Connect

Find, Follow, and Interact with Cardinal Point Across the Social Web

socialmediabanner Cardinal Point is active on the world’s largest social media platforms, providing thought leadership on Canadian, U.S. and cross-border investment, tax and financial planning topics. Wherever you call home, visit this media hub to read the latest articles, share ideas, and get your questions answered. Or, look for us on Facebook, Twitter, Google+ and LinkedIn. We update our pages frequently to provide you with the most relevant financial information.


Regional Education Sphere

Financial Planning for Americans in Canada
Estate Planning for Americans in Canada
Financial Planning for Canadians in California
Financial Planning for Canadians in Texas
Financial Planning for Canadians in Florida
Financial Planning for Canadians in Arizona

Featured Videos

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  • U.S. Expatriation and Your Dual Citizen Clients
  • U.S., Canada Now Tracking Snowbirds More Closely

Featured Articles

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  • Spreading your eggs across many baskets: Why drop in oil should be a lesson to diversify
  • Can A Foreign Spouse Claim U.S. Social Security?

Facebook

facebook-people-social-media Visit our Facebook page to get articles and videos directly in your newsfeed.

Follow Us on Twitter

twitter-cp-socialhub Follow @CardinalPointWM to receive updates when we release new articles or videos.

Google+

google-connect-cp-social-hub Visit our page to get timely downloads, webinar invites and event updates.

Free White Paper

Manage your Canadian and U.S. Cross-Border Lifestyle

download your copy of Enrich Your Canadian and U.S. Cross-Border Lifestyle

LinkedIn

linkedin-cp-socialhub Follow us on LinkedIn and submit questions or start a conversation with members on our team.

How We Help

  • Cross-Border Financial Planning
  • Cross-Border Tax Planning
  • Cross-Border Estate Planning
  • Cross-Border Investment Management
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

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

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • 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?
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Copyright © 2023 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). 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.