Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • 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
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • 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

CTAs

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

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Discuss your goals with us today
Canada US Investment Management Goals
We can handle all of your Canada-U.S. investment management, tax, estate and financial planning complications
Wealth management strategies fit for you
Cross-Border Financial Management assessment
Our cross-border financial planning team can provide an assessment of your needs based on your unique circumstances

How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning
  • Business Management for Athletes

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Custodian Closed Your Cross-Border Investment Account?

Videos & Social Media

  • Americans in Canada: Investment Basics
  • Americans Selling Canadian Homes Face Tax Issues
  • Does it make financial sense to renounce your U.S. citizenship?
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Copyright © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.