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
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.
Who Can Benefit
Those clients who benefit from our cross-border financial, tax and estate planning and investment management oversight expertise include:
- 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
Speak with a cross-border financial planner
We handle all your cross-border tax & financial planning needs
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Fiduciary Standard or a Pretender
A Cardinal Point advisor adheres rigorously to the fiduciary standard—a commitment that puts your interests ahead of those of Cardinal Point or any outside organization. Some financial advisors do not; instead, they skew their advice and investment options to ones which benefit them. For Cardinal Point clients, it is most reassuring to know that all recommendations must be made with only one concern: that this is the best thing for you.
