AMERICANS LIVING IN CANADA
As an American living in Canada, individuals face unique financial obstacles. Cardinal Point excels in managing these issues, offering personalized investment approaches, strategies for tax optimization, and holistic financial planning. Our cross-border financial advisors possess the experience required to guide clients through the complex financial landscape, helping them meet their financial goals in compliance with rules & regulations.
Americans living in Canada
As an American living in Canada, individuals face unique financial obstacles. Cardinal Point excels in managing these issues, offering personalized investment approaches, strategies for tax optimization, and holistic financial planning. Our cross-border financial advisors possess the experience required to guide clients through the complex financial landscape, helping them meet their financial goals in compliance with rules & regulations.

Seamless Cross-Border Financial Planning for Americans in Canada: Investment, Retirement, and Estate Planning Strategies
Are you an American living in Canada seeking guidance on navigating the complexities of cross-border financial management and retirement planning? Our specialized services offer coordinated investment management for both U.S. and Canadian accounts, tailored Canada-U.S. financial and retirement planning, and strategies for U.S. retirement account distributions while residing in Canada. From comprehensive estate planning to optimizing retirement benefits like CPP, OAS, Social Security, and Medicare, we provide holistic advice to ensure financial peace of mind.
How We Help

Cross-Border Financial Planning
Cross-border financial planning is crucial for Canadians and Americans living in or between the U.S. and Canada—not just to minimize tax exposure, but also to reduce potential liabilities.
Cross-Border Investment Management
Cross-border investment management significantly benefits those who have lived or worked in both Canada and the U.S. and have accumulated investment accounts in both countries. Cross-border investment management brings the cohesion and integration needed to properly manage investment accounts and assets under one uniformed strategy


Cross-Border Estate Planning
Cross-border estate planning is critical for Americans and Canadians living and working in the U.S. and Canada due to the differing tax laws and regulations in each country. Without proper planning, individuals may face significant tax liabilities, potential double taxation, and legal complications when transferring assets across borders.
Cross-Border Tax Planning
Cross-border tax planning for Americans and Canadians living, working, or investing in both countries involves multiple tax considerations, treaties, rules, and regulations. Learn how Cardinal Point can help minimize your tax exposure in the U.S. and Canada while ensuring compliance with all local and state tax laws.
