Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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Download the Cross Border Implications of Holding 529 Plan Ebook

If you are a Canadian who is considering a 529 plan, and especially for anyone with investment in a 529 plan who is moving back to Canada, clear expert advice from a cross-border financial specialist is a very prudent step. Above is an infographic that illustrates the cross-border considerations and implications of holding a 529 plan.

By downloading our eBook, you’ll get insight, perspective and advice from cross-border advisors that have personally navigated this journey and have decades of experience from advising and helping clients with the implications of holding a 529 plan. Complete the form below to access the eBook.

Cross Border Implications of Holding a 529 Plan

How We Help

  • Cross-Border Financial & Tax Planning
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What We Do

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  • Cross-Border Financial & Tax Planning

Resources

  • Canadians in California
  • Canadians in Texas
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  • 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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"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. 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 the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.