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 Financial and Tax Planning
  • Cross-Border Services
    • Cross-Border 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

Cross-Border Financial and Tax Planning

Cross Border Pathway

CROSS-BORDER FINANCIAL PLANNING

At Cardinal Point, we understand that there’s no such thing as a "one size fits all" cross-border 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.

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Increasing Need for Cross-Border Specialists

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 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 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/Canada Investment Accounts

U.S. Citizens Living in Canada

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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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US/Canada Investment Accounts

Moving to the U.S. from Canada

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Expatriates Living Abroad

Expatriates Living Abroad

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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 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

Moving from US to Quebec

Estate Planning when moving from the U.S. to Quebec

If you’re a Canadian living in the U.S. or elsewhere in Canada and planning a return to your home province of Quebec, there are a number of factors you’ll need to consider including the ramifications of such a move on your current estate plan. In this article, we’ll take a closer look at differences between Common Law and Civil Law and how they relate to estate planning.

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Gifting Strategy for U.S. Citizens with a Non-U.S. Citizen Spouse Planning a Relocation to Canada

There are notable instances where having a non-U.S. citizen spouse results in complications when it comes to tax and estate planning.  For example, there is no estate tax marital deduction when the donee spouse is not a U.S. citizen unless a QDOT, a form of qualified domestic trust, is used.  This QDOT structure is not an ideal planning structure in many situations.

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