Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
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    • 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
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Americans Living in Canada Articles

Americans Living in Canada Articles

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Canada Non-Resident Planning: A Guide to Retirement Account Unlocking
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Hedging Currency in your Portfolio
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Estate Planning when moving from the U.S. to Quebec
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Gifting Strategy for U.S. Citizens with a Non-U.S. Citizen Spouse Planning a Relocation to Canada
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Terry Ritchie in Podcast: Tax Implications for Americans Living in Canada
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Managing Exchange Rate Risk
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Income Tax Implications of RRSP Withdrawals as a Non-Resident of Canada
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Americans Exiting Canada: Understanding the Five-Year Deemed Disposition Rule
Americans in Canada: Investment Basics
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Americans Selling Canadian Homes Face Tax Issues
Does it make financial sense to renounce your U.S. citizenship?
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Advising same-sex couples with U.S. ties
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The IRS Offshore Voluntary Disclosure Plan (OVDP) Expands Eligibility for Streamlined Version
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FATCA Goes Live
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FATCA—Forget About Trusting Canada Again?
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U.S. Announced Revised Tax Amnesty Program
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Americans Abroad Have Opportunity to File Previous Years U.S. Tax Returns
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Are Cross-Border Social Security Benefits Taxable?
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With Clock Ticking On FATCA, Financial Firms Brace For Headaches
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Avoiding Cross-Border Financial Planning Pitfalls
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How We Help

  • Cross-Border Financial & Tax Planning
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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
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  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Calgary Financial Planner
  • 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.