Canadians Living in the U.S.

Canadians living in the United States 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 the United States or remain in Canada
  • Advice on Canadian retirement account distribution strategies while residing in the United States
  • Holistic advice on cross-border financial and estate planning
  • Incorporated U.S. gift and estate strategies within the financial plan
  • Assistance with 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
  • 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 the United States
  • Canada and U.S. tax preparation
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