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Options for your CAD Non-registered assets when moving to and/or living in the U.S
The strong U.S. dollar has created new challenges for those moving to the United States from Canada—but understanding these challenges, and your options, can help you to navigate the financial transition as smoothly as possible. Here's the background. The Canadian dollar is currently valued around 0.80 versus the U.S. dollar, a ...
9 Essential Elements of Cross-Border Transition Planning
"How do I move my financial life to another country?" It's a question we hear from many clients as they begin making a cross-border transition. Whether you are making the move to the U.S. or Canada, you want to transition your finances smoothly and seamlessly while saving time, headaches, and ...
Do You Have to Pay U.S. Taxes for Canadian Registered Retirement Savings Plan Withdrawals?
Have you recently moved to the United States from Canada and left your Registered Retirement Savings Plan (RRSP) open? After becoming a U.S. resident, you might be wondering if you have to pay U.S. taxes on withdrawals from your Canadian retirement plan. There is a good chance that Canadians, ...

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How California Taxes a Canadian Trust
Canadian Expat – Principal Residence
American Taxpayers Immigrating to Canada: Maximizing the Roth Conversion Strategy
An Investment Philosophy That Places Clients First
Is the Stock Market too Concentrated?
Terry Ritchie featured in The Globe and Mail, Buying a Dream Home
Income Tax Implications of RRSP Withdrawals as a Non-Resident of Canada
Terry Ritchie featured in The Insurance & Investment Journal article, Managing Cross-Border Clients
Estate Disputes: Keeping the Peace
What do I do with my U.S. revocable trust if moving to Canada?
Moving From Canada to the United States: What You Need to Know
Options for U.S. IRA account holders when living in Canada
Thinking About Moving to Canada? What You Need to Know
U.S. Citizens Living in Canada: Know Your Key U.S. Tax Forms and Responsibilities
Canadian Deductibility of 401(K) Contributions and U.S. Deductibility of RRSP Contributions
Cross-Border Spouses: Beware of U.S. Gift-Tax Surprises
Moving to a Green Card Calls for Financial Planning
California Tax Filing with a Canadian Spouse
Canadians Beware of California Community Property Rules
Canadian Tax Filers: Report Your Foreign Property Annually—Or Else
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"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises three legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada and Cardinal Point Wealth Management Inc., a Canadian financial planning firm. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.