Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • 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 Wealth Management, Financial and Tax Planning
  • Cross-Border Services
    • Cross Border Wealth Management, 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

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

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Follow Us on Twitter

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Google+

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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

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How We Help

  • Cross-Border Financial & Tax Planning
  • 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

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
  • Custodian Closed Your Cross-Border Investment Account?

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 © 2022. Cardinal Point Wealth Management Partners, LLC and Cardinal Point Capital Management ULC All Rights Reserved.

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. 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 the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.