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.

The implementation of a proper investment and financial plan requires thoughtful analysis that protects your estate while living abroad but offers the flexibility if and when you were to return home to Canada or the United States. Cardinal Point assists Canadian and U.S. expats with the following:

  • Advice on assets that should transfer abroad or remain in your native country
  • Management of investment accounts that remain in Canada or the United States
  • Advice on Canadian and U.S. retirement distribution strategies while residing abroad
  • Tax planning exit strategies to prevent tax residency questions or issues
  • Holistic advice on cross-border financial and estate planning
  • Incorporation of U.S. gift and estate strategies within the financial plan
  • Assistance with cross-border tax planning strategies, including annual foreign account disclosure filings
  • Guidance on retirement benefits, such as CPP, OAS, Social Security and Medicare
  • Assistance with currency conversion
  • Residential and commercial real estate advice
  • Financial transition planning when returning to Canada or the United States
  • Assistance with the preparation of Canadian and U.S. tax returns
  • Health, life, disability, long-term care, business and property insurance review
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