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

Canadian Snowbirds Articles

Canadian Snowbird Articles

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An Alternative Cross-Border Lifestyle
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What can Snowbirds do with their U.S. Vacation Property During the Pandemic?
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Terry Ritchie in “Weak loonie, competition from U.S. home buyers work against Canadian snowbirds”
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Terry Ritchie featured in the Globe and Mail: Foreign Exchange
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Moving From Canada to the US : Residents of Canada’s Capital
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Thinking About Moving to Canada? What You Need to Know
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Possible Tax Changes for Snowbirds
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Travel Insurance Between Canada and the U.S.
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What Every Canadian Snowbird Should Consider Before Buying a “Nest” in the U.S.
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Covering Your Assets: Risk Management and Your Cross-Border Move
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U.S. and Canadian border services to collect biographical data
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A checklist for U.S.-bound snowbird clients
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Clients who winter in the U.S. may soon be able to stay longer
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Got Snowbirds? Check These Tax Changes
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What Snowbirds Need to Know about U.S. Estate Tax
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Estate Planning for Snowbirds
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Should Snowbirds Live in the U.S.?
 
Cardinal Point Wealth Press Room

Featured Topics

  • Canada-U.S. Financial Planning
  • Canada USA Cross Border Tax Planning
  • Cross-Border Transition Planning
  • Americans Living in Canada
  • Canadian Snowbirds
  • Investment Management
  • Cross-Border Estate Planning
  • FATCA
  • Immigration
  • Cross-Border Wealth Management
  • 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
  • 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.