Exclusive Cross-Border Financial Planning Event

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.

John McCord
Director of
Private Wealth Services

Terry Ritchie
Director of
Cross-Border Wealth Services

Space is limited. Reserve your spot today!

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