We handle all your cross-border tax & financial planning needs
Cardinal Point specializes in providing cross-border expatriate tax preparation, tax planning and tax compliance services for clients living, working, investing, transitioning residency or conducting business in the United States and Canada.
Not all Cross-Border Advisors are legally licensed nor have the experience in managing assets on both sides of the border. Our team of specialist and industry renowned thought-leaders, have the experience to guide you through the most complex tax and financial planning situations. Your privacy is important to Cardinal Point Wealth Management. Once the form has been submitted, a Cardinal Point representative will contact you. No information will be released to any unrelated third party.
Please complete our contact form and an advisor will reach out to you shortly.
In our experience, those individuals that are a good fit for our firm’s services have the following characteristics:
- At least $1M of investable assets and/or a net-worth greater than $2.5M
- Wish to delegate their financial planning, investment management, and tax planning requirements to a team of cross-border planning professionals
- Strive to develop a long-term working relationship with a trusted advisory team
- Comfortable communicating via email, phone, and the internet.
Anyone who has tried to find an advisor who is legally licensed or authorized to provide financial advice on both sides of the U.S.-Canada border knows how difficult that search can be. Few firms comply with applicable regulations or have the appropriate structure in place. And those that do rarely have a qualified team dedicated exclusively to Canada-U.S. cross-border financial planning issues. At Cardinal Point, we are different. We have developed a service model and platform that is specifically designed to meet the needs of Canadians living in the United States, U.S. citizens living in Canada, Canada-U.S. dual citizens, and American and Canadian expatriates living abroad. Because we specialize in these areas, we have the ability to oversee all of your Canada-U.S. cross-border financial planning complexities.