U.S. CITIZENS LIVING IN CANADA
U.S. citizens living in Canada have unique investment, tax and financial planning requirements that must be carefully addressed. At Cardinal Point, our team of cross-border professional advisors are prepared to deliver comprehensive services and solutions.
Our Comprehensive Cross-Border Solutions
- Coordinated investment management services for U.S. and Canadian accounts
- Advice on specific assets that should transfer to Canada or remain in the United States
- Canada-U.S. financial and retirement planning
- U.S. retirement account distribution strategies while residing in Canada
- Holistic advice on cross-border financial and estate planning
- Personal and corporate cross-border tax planning strategies
- “Canada-U.S. Tax Treaty” advice to avoid double taxation
- Guidance on retirement benefits, such as CPP, OAS, Social Security and Medicare
- Assistance with currency conversion strategies
- Canadian and U.S. stock option and company bonus plan advice
- Residential and commercial real estate advice
- Health, life, disability, long-term care, business and property insurance review
- Guidance on the unique economic and regulatory environment in Canada
- Canada and U.S. tax preparation including annual foreign account disclosure filings
Speak with a cross-border financial planner
We handle all your cross-border tax & financial planning needs
OUR RECENT PUBLICATIONS
The Key
My typical days the last 16 years may involve some combination of reading the latest academic research paper, running different scenarios of minor adjustments to a model portfolio or keeping tabs on the newest investment vehicles available to clients- all in the hopes of trying to eek out a few extra basis points of return. When this far in the weeds, it can be easy to forget the reasons we invest our money in the first place.
Health Insurance Options for Seniors Moving to the U.S.
One of the most important considerations for Canadians moving to the U.S. is health insurance. Coverage in the U.S. can be expensive, especially for those with pre-exisiting conditions. Find out how long it would take you to qualify for Medicare and what some of your other health care options are in the U.S.
