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
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Exclusive Cross-Border Financial Planning Event

Exclusive Event:
The Most Common Cross-Border Financial Planning Mistakes and How to Avoid Them

When:
Monday, September 22, 2014
5:30 p.m. Welcome Reception
6:00 p.m. – 7:00 p.m. Presentation and Q&A Session

Reserve your spot today!

bigbrownbuttonrsvp

Where:
Center Club
650 Town Center Dr
Costa Mesa, CA 92626
http://www.clubcorp.com/Clubs/Center-Club

How Much:
$20 per person or $30 for couples
Each guest receives 2 complimentary drinks, hors d’oeuvres and valet parking

Who:
Hosted by
Canadians-In-OC-Vector-300
cross border wealth management firm

Cross-Border Financial Planning Event

Don’t miss your exclusive opportunity to join us for “The Most Common Cross-Border Financial Planning Mistakes and How to Avoid Them.” Led by cross-border wealth management experts Terry Ritchie and John McCord, this presentation and Q&A session are specially tailored to the planning needs of Canadians, Canadian expats and Canada-U.S. dual citizens living and/or working in California. If you seek advice in the area of managing wealth, financial, tax and estate planning, we invite you to come learn and ask questions with other like-minded guests. Terry and John will discuss:

  • The implications of losing a Green Card or giving up U.S. citizenship
  • What to do with your Canadian investment accounts, including your RRSPs
  • U.S., California and Canadian tax issues you face with your RRSPs
  • How to best transition your remaining Canadian assets to the U.S.
  • Specific tax filing requirements you face as a Canadian in California
  • Canadian tax issues you need to be aware as a former Canadian resident
  • Unique cross-border estate planning issues that may impact you
  • Tax and financial planning issues you may face upon returning to Canada

Cardinal Point Wealth Management — Your Cross-Border Financial Advisor™

Cardinal Point Wealth Management specializes in the cross-border issues that impact Canadian citizens, expats and Canada-U.S. dual citizens living and/or working in California. Our professionals have a depth of experience to address the key financial, investment, estate and tax planning needs of Canadians residing in California. To learn more about our cross-border financial, tax and wealth management expertise, visit our Cross-Border Financial
and Investment Planning for Canadians Living in California page
.

JohnM
John McCord
Director of
Private Wealth Services
tritchieweb
Terry Ritchie
Director of
Cross-Border Wealth Services

 

Space is limited. Reserve your spot today!

bigbrownbuttonrsvp


White Paper: Manage Your Canadian and U.S. Cross-Border Lifestyle


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Discuss your goals with us today
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We can handle all of your Canada-U.S. investment management, tax, estate and financial planning complications
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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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“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.