CROSS BORDER WEALTH MANAGEMENT AND FINANCIAL PLANNING ADVISOR
At Cardinal Point, we understand that there’s no such thing as a “one size fits all” cross border wealth management financial planning strategy. That’s why our team of practitioners provide clients with personally tailored tax, legal and investment solutions that fit their unique cross-border lifestyle.
CROSS BORDER WEALTH MANAGEMENT AND FINANCIAL PLANNING
At Cardinal Point, we understand that there’s no such thing as a “one size fits all” cross border wealth management and financial planning strategy. That’s why our team of practitioners provide clients with personally tailored tax, legal and investment solutions that fit their unique cross-border lifestyle.
Increasing Need for Cross Border Wealth Management Specialists and Financial Advisor
Whether for professional or personal reasons, more people are taking up permanent or temporary residence in other countries. Never has this been more true than today, particularly for Canadian and American citizens. And while a move into a new country represents a new and exciting time, this transition also requires proper cross border wealth management, financial planning, tax planning and investment management.
Trusted Guidance Across Borders: The Role of a Cross-Border Financial Advisor
Cardinal Point takes a multifaceted approach to providing wealth management services in the United States and Canada. Our investment wealth management, tax, and financial planning solutions are tailored to those living and working in the U.S. and Canada and expats living abroad. As a Cross-Border Financial Advisor, Cardinal Point’s team specializes in cross-border planning, transition of assets, and ongoing oversight of investment portfolios.
Who Can Benefit
Those clients who benefit from our cross-border financial, tax, and estate planning, as well as investment management oversight expertise, include individuals and businesses navigating Canada-U.S. financial landscapes. Whether you’re an expatriate, a multinational corporation operating in both countries, or an investor with assets spanning the Canada-U.S. border, our team specializes in providing comprehensive cross-border financial planning solutions. We understand the complexities of managing wealth in both Canada and the U.S. Our approach involves creating strategies to improve tax efficiency, reduce risks, and take advantage of the unique opportunities that come with a cross-border lifestyle.
- Executives and professionals working and living across the border
- Canadians retiring in the United States and Americans retiring in Canada
- Small business owners with companies on both sides of the border
- Canadians returning to Canada and Americans returning to the United States
- Canadian and U.S. expats living abroad
