Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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

Cross Border Wealth Management, Financial and Tax Planning Advisor

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.

Let’s Talk

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.

Let’s Talk
Cross Border Pathway

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

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 those expats living abroad. Cardinal Point’s team of advisors specialize in cross-border planning, transition of assets, and ongoing oversight of investment portfolios.

United States Canada Border

Who Can Benefit

Those clients who benefit from our cross-border financial, tax and estate planning and investment management oversight expertise include:

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    Executives and professionals working and living across the border
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    Canadians retiring in the United States and Americans retiring in Canada
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    Small business owners with companies on both sides of the border
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    Canadians returning to Canada and Americans returning to the United States
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    Canadian and U.S. expats living abroad
US Citizens Living in Canada

U.S. Citizens Living in Canada

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cross border wealth management-US/Canada Investment Accounts

Moving to Canada from the U.S.

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US/Canada Investment Accounts

Canadians Living in the U.S.

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cross border wealth management

Moving to the U.S. from Canada

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cross border wealth management

Expatriates Living Abroad

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cross border wealth management US/Canada Investment Accounts

Investment accounts in Canada and the U.S.?

Our team manages assets in both countries
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Speak with a cross border wealth management - financial planner

Speak with a cross-border financial planner

We handle all your cross-border tax & financial planning needs
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OUR RECENT PUBLICATIONS

Dual Canada U.S. citizenship

Dual Tax Residency in a Canadian Context

Cross-border residency may create numerous significant Canadian tax issues for you, in both countries. That’s increasingly important since many people now work remotely across borders. Certain criteria are used to determine Canadian residency for tax purposes, but filing official forms to determine your tax status may also trigger reviews or audits that are not in your best interest. On the other hand, cross-border taxpayers may avoid double taxation thanks to treaties other countries sign with Canada. Tax rules are always complex, and those involving dual residency can be extremely complicated. That is why insight from an expert cross-border tax planning professional is strongly advised.

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Estate Planning letter

Communicating Your Estate Plan is a Vital Part of “The Estate Plan”

Estate planning is a vital part of financial planning and wealth management. But communicating your estate plans is equally vital, to ensure that your plans are executed according to your wishes. That’s especially true when it comes to communicating with the Executor of your estate and those who are designated with Power of Attorney for Property or Personal Care. Too often that communication is overlooked, but you can ensure that those designated persons are well-informed and prepared by writing them a letter that outlines their tasks and responsibilities. The following article includes more information, plus convenient, customizable templates to help you draft those vital communiqués.

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Gardener Contractor or Employee

Nannies, Housekeepers and Gardeners: U.S. Taxpayer Implications for Household Workers

If you are hiring a household worker in the United States, you need to have an understanding of their status related to income tax purposes and your obligations as the payor. The first thing to determine is whether the worker is an independent contractor or your employee. That status will determine the documentation required for the work agreement, payments made to and for the worker, as well as how you report their income paid by you. If you’re a Canadian resident, you’ll be interested in our next article on hiring household workers in Canada.

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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
  • 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?

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.