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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Kris Rossignoli, Cross-Border Tax and Financial Planner

Kris Rossignoli

Kris Rossignoli is a Cross-Border Tax and Financial Planner at Cardinal Point. He provides cross-border tax planning, estate planning, financial planning, and wealth management solutions for high-net-worth U.S. citizens or residents, and Canadian residents. Kris also provides Canadian and U.S. tax preparation services for high-net-worth individuals, estates, trusts, corporations, and partnerships.

Prior to working at Cardinal Point, Kris worked at a “Big Four” accounting firm specializing in Canadian private businesses and their owners, as well as Canada-U.S. cross-border tax. He was also formerly part of an ultra-high-net-worth, single family office with a cross-border focus. Kris has extensive experience in corporate structuring, estate and business succession plans, and remuneration plans for Canadian and U.S. private companies and their owners.

Kris holds a Bachelor of Business Administration degree with a Major in Accounting from Wilfrid Laurier University. Kris has also completed the CPA Canada In-Depth Tax and Owner-Managed Business Courses. Kris is a Canadian Chartered Professional Accountant, Chartered Accountant (CPA, CA); a U.S. Certified Public Accountant (CPA Illinois); a Canadian Certified Financial Planner (CFP®), a U.S. Certified Financial Planner (CFP®), and a Trust and Estate Practitioner (TEP).

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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
  • 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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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.