Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

Contact Us | Client Login
  • 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
  • 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

U.S. Citizens Living in Canada

Americans in Canada

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.

Let's Talk

Our Comprehensive Cross-Border Solutions

  • null
    Coordinated investment management services for U.S. and Canadian accounts
  • null
    Advice on specific assets that should transfer to Canada or remain in the United States
  • null
    Canada-U.S. financial and retirement planning
  • null
    U.S. retirement account distribution strategies while residing in Canada
  • null
    Holistic advice on cross-border financial and estate planning
  • null
    Personal and corporate cross-border tax planning strategies
  • null
    “Canada-U.S. Tax Treaty” advice to avoid double taxation
  • null
    Guidance on retirement benefits, such as CPP, OAS, Social Security and Medicare
  • null
    Assistance with currency conversion strategies
  • null
    Canadian and U.S. stock option and company bonus plan advice
  • null
    Residential and commercial real estate advice
  • null
    Health, life, disability, long-term care, business and property insurance review
  • null
    Guidance on the unique economic and regulatory environment in Canada
  • null
    Canada and U.S. tax preparation including annual foreign account disclosure filings
US/Canada Investment Accounts

Investment
Management

Learn More
US/Canada Investment Accounts

Tax Planning
& Preparation

Learn More
US/Canada Investment Accounts

Wealth
Planning

Learn More
US/Canada Investment Accounts

Cross-border Financial & Tax Planning

Learn More
US/Canada Investment Accounts

Investment accounts in Canada and the U.S.?

Our team manages assets in both countries
Learn More
Speak with a cross-border financial planner

Speak with a cross-border financial planner

We handle all your cross-border tax & financial planning needs
Learn More

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.

Read more

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