Cardinal Point is a cross-border wealth management company that specializes in working with expatriates of the U.S. and Canada. Whether you are a Canadian living in the U.S., an American living in Canada or a Canadian or U.S. citizen living abroad, we can help provide customized investment management, tax, financial and estate planning solutions.
Anyone who has tried to find an advisor who is legally licensed or authorized to provide financial advice on both sides of the U.S.-Canada border knows how difficult that search can be. Few firms comply with applicable regulations or have the appropriate structure in place. And those that do rarely have a qualified team dedicated exclusively to Canada-U.S. cross-border financial planning issues.
At Cardinal Point, we are different. We have developed a service model and platform that is specifically designed to meet the needs of Canadians living in the United States, U.S. citizens living in Canada, Canada-U.S. dual citizens, and American and Canadian expatriates living abroad. Because we specialize in these areas, we have the ability to oversee all of your Canada-U.S. cross-border financial planning complexities.
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