Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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Canada-U.S. Financial Planning Articles

Canada-U.S. Financial Planning Articles

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Canada and the United States have a Tax Treaty – So What?
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Hedging Currency in your Portfolio
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Terry Ritchie on Unraveling Cross-Border Financial Planning
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Residents of Canada: Tax Ramifications of being forced to liquidate a U.S. retirement account
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Residents of Canada: What are the Canadian and U.S. Tax Ramifications when being forced to liquidate a U.S. brokerage account.
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Moving From Canada to the United States: What You Need to Know
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Thinking About Moving to Canada? What You Need to Know
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Moving to a Green Card Calls for Financial Planning
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Canada & U.S. Education Savings Options
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Options for your CAD Non-registered assets when moving to and/or living in the U.S
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Possible Tax Changes for Snowbirds
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U.S. Tax on Canadian Rental Property
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Am I a U.S. tax resident?
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Terry Ritchie, U.S. Expatriation and Your Dual Citizen Clients
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Advising same-sex couples with U.S. ties
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Cross-Border Concerns for Athletes
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U.S. IRAs Can Be a Taxing Issue for Canadian Beneficiaries
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Financial Planning for Canadians Moving to the U.S.
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FATCA Goes Live
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FATCA—Forget About Trusting Canada Again?
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Featured Topics

  • Canada-U.S. Financial Planning
  • Cross-Border Tax Planning
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  • Americans Living in Canada
  • Canadian Snowbirds
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  • FATCA
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  • Cross-Border Videos

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

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 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 two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. 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 the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. 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.