Americans Living in Canada

Americans living in Canada require investment and financial planning oversight. With Cardinal Point, clients receive the following services:

  • 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
  • Canadian financial and retirement planning
  • U.S. retirement account distribution strategies while residing in Canada
  • Holistic advice on cross-border financial and estate planning
  • Cross-border tax planning strategies, including annual foreign account disclosure filings
  • “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
  • Canadian 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
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