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Preparing to Exit Canada for the United States? (Part I)

August 1, 2011 By Cardinal Point Wealth

This is the first in a three-part series for the Canadian Expat Network (CEN) examining important aspects of cross-border financial planning.  In the first installment, Cardinal Point’s John McCord looks at the Canadian Departure Tax, a levy assessed by the Canadian Revenue Agency (CRA) when an individual or family becomes a non-resident of Canada. It discusses which assets are subject to the tax and which aren’t, as well as strategies that can be used to lower the tax.

Filed Under: Articles, Canada-U.S. Financial Planning Articles, Cross-border Tax Planning, Cross-border Transition Planning Tagged With: Canada-U.S. financial planning, Cross-border tax planning, Moving to U.S. from Canada, Transition Planning

Canadian Snowbirds Present Opportunities—and Pitfalls—for Advisers

November 28, 2010 By Cardinal Point Wealth

As more Canadians are following the warmer climate and real estate bargains of the Sun Belt, buyers should beware of the numerous cross-border financial planning issues involved. ThisInvestmentNews article discusses how U.S.-based advisory firms that cater to these Canadians can have particular value in dealing with the nuances of taxes, trusts and estate planning, and retirement accounts.

Filed Under: Articles, Canada-U.S. Financial Planning Articles, Cross-Border Wealth Management Tagged With: Canada-U.S. financial planning, Cross-Border Financial Advisor, cross-border wealth management

Advisors Without Borders

October 1, 2010 By Cardinal Point Wealth

This Investment Executive profile looks at Cardinal Point CEO and Managing Director James Sheldon and his efforts to serve clients with interests in both Canada and the United States. Sheldon’s team has spent the last three years building a wealth management firm that provides full financial planning services on both sides of the border. The fee-only firm is built largely upon referrals and provides a select group of 80 families with a seamless process for transferring and managing wealth in both the U.S. and Canada.

Filed Under: Articles, Canada-U.S. Financial Planning Articles, Cross-Border Wealth Management, interviews, Investment Management Articles, press release Tagged With: Canada-U.S. financial planning, Cross-Border Financial Advisor, cross-border wealth management, Investment Management

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"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.