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
Cross-Border Implications of Holding a 529 Plan
529 plans are a popular U.S. higher education savings option. However, if you have any intention to move back to Canada in the future or think your child might choose to attend a college or university outside the U.S., you should consider the possible tax implications before investing in a 529 plan. Learn more about how these plans work and cross-border tax considerations in this article.
