Portfolio Creation
Is your portfolio optimal for you?
Transitioning to the U.S. or Canada? Make sure your accounts are taxed managed based on your residency.
Investment Policy Statement?
An IPS outlines risk tolerance, goals and investment strategy. Find out if your IPS aligns with your investment objectives
Our Clients
Are you a U.S. citizen living in Canada?
Work with an advisor that can oversee all of your cross-border financial planning needs
Tax planning for Canadian expats in the U.S.
Are your Canadian assets structured to be tax efficient and compliant in the U.S.?
About Us
Advice on both sides of the border
We have offices and professionals in both Canada and the U.S. ready to assist. Contact us today.
Cross-border lifestyle?
Our cross-border advisors understand the challenges and complexities faced by expats. Have questions? We have answers
Our Team
Advice on both sides of the border
We have offices and professionals in both Canada and the U.S. ready to assist. Contact us today.
Manage your cross-border lifestyle
Learn how Cardinal Point can assist you when holding investment assets in both the U.S. and Canada
Americans Living in Canada
A holistic approach
We can handle all of your Canada-U.S. investment management, tax, estate and financial planning needs
Do you file both Canada and U.S. taxes?
Work with a team that can handle all of you cross-border tax planning and preparation needs
Moving to U.S. from Canada
Is your portfolio optimal for you?
Transitioning to the U.S.? Make sure your accounts are taxed managed based on your new residency
Do you have a transition plan?
Restructure your financial affairs to eliminate double taxation risks. Learn more
Moving to Canada from U.S.
Is your portfolio optimal for you?
Transitioning to Canada? Make sure your accounts are taxed managed based on your new residency
Manage your Canada-U.S. Lifestyle
Learn how Cardinal Point can assist when holding investment assets or financial interests in both countries
Canadians Living in the U.S.
A holistic approach
We can handle all of your Canada-U.S. investment management, tax, estate and financial planning needs
Manage your Canada-U.S. Lifestyle
Learn how Cardinal Point can assist when holding investment assets or financial interests in both countries
Blogs
Discuss your goals with us today
We can handle all of your Canada-U.S. investment management, tax, estate and financial planning complications
Wealth management strategies fit for you
Our cross-border financial planning team can provide an assessment of your needs based on your unique circumstances