EXPATRIATES LIVING ABROAD
For those Canadians and Americans moving or living abroad, careful cross-border financial planning considerations must be given to ensure tax and regulatory compliance in both your home and adopted countries.
EXPATRIATES LIVING ABROAD
For those Canadians and Americans moving or living abroad, careful cross-border financial planning considerations must be given to ensure tax and regulatory compliance in both your home and adopted countries.

Expat Financial Planning Services
Implementing a proper investment and financial plan requires thoughtful analysis that protects your estate while living abroad and offers flexibility if and when you were to return home to Canada or the United States. For Canadian and U.S. expats living abroad, finding an expat financial advisor skilled in financial planning for expatriates is crucial. Cardinal Point specializes in these areas, providing comprehensive services tailored to the unique needs of expatriates from Canada and the U.S. Whether you’re navigating the complexities of cross-border taxation, investment management, or estate planning, our team ensures that your financial strategy is compliant and aligned with your goals. Our experience as expat financial advisors enables us to assist Canadian and U.S. expats with a suite of services designed to secure and maximize your financial well-being abroad. Additionally, we offer the added benefit of a seamless transition should you decide to return to your home country.
Who We Serve

Private Wealth Services for Residents of Canada
At Cardinal Point, we work with individuals and families who have made a commitment to excellence and expect it from others. Our clients come to us for a variety of reasons: the expertise of our investment management services; the integration of their tax, retirement, and estate plans; and the simplicity we bring to their complex financial lives.
Moving from Canada to the U.S.
Moving to the U.S. from Canada requires thoughtful financial planning strategies that address departure taxes, transitioning assets and investment interests across the border, managing Canadian dollar investment accounts while tax managing them based on the U.S. tax rules, as well as creating a cross-border estate plan.


Moving from the U.S. to Canada
Many people make the mistake of moving to Canada before addressing their financial affairs, resulting in missed tax-saving opportunities and potential double taxation. Our services are specifically designed to minimize tax liabilities for Americans relocating to Canada. Managing investments, taxes, and financial planning across borders is complex and requires a deep understanding of both U.S. and Canadian laws.