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
  • Blog

Press Room

News & Articles

  • Fiduciary Standard or a Pretender (1/31/2023) - A Cardinal Point advisor adheres rigorously to the fiduciary standard—a commitment that puts your interests ahead of those of Cardinal Point or any outside organization. Some financial advisors do not; instead, they skew their advice and investment options to ones which benefit them. For Cardinal Point clients, it is most reassuring to know that all recommendations must be made with only one concern: that this is the best thing for you.
  • Ebook: Canadian Deductibility of 401(K) Contributions and U.S. Deductibility of RRSP Contributions (11/22/2022) -
  • Residents of Canada: What are the Canadian and U.S. Tax Ramifications when being forced to liquidate a U.S. brokerage account Ebook (11/10/2022) -

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Interviews & Press Releases

  • Press Release: Cardinal Point Wealth Management Inc. Acquires Seabank Capital Management Inc. (7/18/2013) - Cardinal Point Wealth Management, Inc. announced today that it has acquired Seabank Capital Management Inc. With the addition of Seabank Capital, Cardinal Point continues to establish itself as the leading provider of cross-border wealth management solutions for residents of Canada and the United States. Cardinal Point Wealth Management, Inc. is a Canadian-based, fee-only financial planning […]
  • Terry Ritchie joins the firm as Director, Cross-Border Wealth Services (5/16/2013) - Cardinal Point Wealth Management Inc. (“Cardinal Point”) is pleased to announce that Terry Ritchie has joined the firm as Director, Cross-Border Wealth Services. With a wealth management career spanning 25 years, Ritchie brings substantial experience in the areas of financial, investment, tax and estate planning. Ritchie specializes in assisting affluent individuals and families with their […]
  • Cardinal Point Wealth Management featured in the Wall Street Journal, “A Cross-Border Retirement Without Tax Woes” (1/11/2013) - Our own Jeff Sheldon was recently featured in a Wall Street Journal article, “A Cross-Border Retirement Without Tax Woes.” He shared the story of a couple who retired to the U.S. from Canada. While they sought sunny weather and a simpler life, when it came time to sort out their taxes and streamline their retirement […]

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Videos

  • Americans in Canada: Investment Basics (8/20/2015) - It’s a good idea for Americans living in Canada to understand which kinds of registered investment accounts they can have without having to confront onerous taxes and paperwork. Two kinds of plans are friendliest for Americans: The Registered Retirement Savings Plan (RRSP) and the Registered Retirement Income Fund (RRIF). Effectively, U.S. citizens are simply taxed […]
  • Americans Selling Canadian Homes Face Tax Issues (8/13/2015) - Canadian citizens are not subject to capital gains tax when they sell their principal residences. Americans selling their homes in Canada, unfortunately, may have to pay the tax. As Terry Ritchie explains in this Globe and Mail video segment, Americans face the tax whether their home is in the United States or Canada. In most […]
  • Does it make financial sense to renounce your U.S. citizenship? (8/5/2015) - Americans living in Canada face tax-reporting obligations that can be burdensome—even to the point where one might consider renouncing their citizenship. Our advice is to take a step back and think it through. As Terry Ritchie explained recently in this Globe and Mail video segment, renouncing one’s citizenship not only involves administrative hurdles, but can […]

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Other News to Note

  • Should You Consider a Continuing Care Retirement Community? (5/10/2021) - Whether you’re planning your own retirement or helping an older relative with his or her later-life decisions, a continuing care retirement community may be a good housing option. In this blog post, we’ll take a look at the definition of continuing care, the various levels available, and other considerations to make when evaluating facilities.
  • Possible U.S. Tax Changes for Snowbirds (11/8/2014) - A sweeping GOP victory has led to both houses of the U.S. Congress being controlled by Republicans. American voters also chose Republican governors in a majority of states. How do these and other recent changes affect snowbirds? First, there is the so-called “snowbird visa,” which has been held up in the current Senate after passing […]
  • Travel Insurance Between Canada and the U.S. (9/10/2014) - Do You Need It? For our Canadian and U.S. clients, cross-border travel includes an array of possibilities, from a weekly commitment to the rare excursion. The question is: do you need travel insurance? In this article, we look at considerations that keep your best interests in mind. Many of Cardinal Point’s clients enjoy the best […]

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Articles You Might Like

fiduciary standard

Fiduciary Standard or a Pretender

CA US 401k/RRSP deductibility

Ebook: Canadian Deductibility of 401(K) Contributions and U.S. Deductibility of RRSP Contributions

Ramifications of Liquidating Brokerage Account

Residents of Canada: What are the Canadian and U.S. Tax Ramifications when being forced to liquidate a U.S. brokerage account Ebook

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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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“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.