Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • What We Do
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    • Cross Border Wealth Management, Financial and Tax Planning Advisor
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
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Karen Rogers Sim, Tax Manager

Karen Rogers Sim

Karen Rogers Sim is a Cross-border Tax Manager at Cardinal Point where she focuses on working with individuals and owner-managed businesses. Prior to joining Cardinal Point, Karen worked for the cross-border tax team at KeatsConnelly & Associates in Phoenix, Arizona. Other past notable roles included Karen working for an international accounting firm in Regina, where she was the lead on specialty taxes for the oil and gas industry.

Having lived and worked in three Canadian provinces and two U.S. states, as well as owning and operating businesses in both countries, Karen appreciates the personal and corporate tax complexities and challenges that are specific to the different jurisdictions. As a self-proclaimed tax nerd, her passion is to keep clients in compliance, provide tax planning opportunities and help them avoid unhappy tax surprises. Other passions include playing music and making wine with her husband, and spending time with their children and adorable grandchildren.

Karen Rogers Sim is a Chartered Professional Account (Alberta), having earned her original designation as a Certified General Accountant. Residing in the United States since 2001, she is an Enrolled Agent (enrolled to represent taxpayers before the IRS).

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Our Story

Cardinal Point is an independent cross-border wealth management firm with offices in both the U.S. and Canada. We focus on providing personalized investment, estate, tax and cross-border financial planning solutions to affluent individuals and families.

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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

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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Copyright © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“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.