Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • 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
  • 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

Cross-Border Estate Planning Articles

Cross-Border Estate Planning Articles

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Terry Ritchie on Life and Retirement Traps for Cross-Border Clients
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Terry Ritchie featured in The Insurance & Investment Journal article, Managing Cross-Border Clients
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Estate Disputes: Keeping the Peace
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What do I do with my U.S. revocable trust if moving to Canada?
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Options for U.S. IRA account holders when living in Canada
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Thinking About Moving to Canada? What You Need to Know
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Estate Planning: Uncle Sam’s Nasty Surprise for Non-U.S. Citizen Spouses
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9 Essential Elements of Cross-Border Transition Planning
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U.S. Estate Planning for Non-Citizen Spouses
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A checklist for U.S.-bound snowbird clients
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Got Snowbirds? Check These Tax Changes
How U.S. Estate Tax Applies to Canadians with U.S. Stocks, ETFs
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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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Cardinal Point Wealth Management featured in the Wall Street Journal, “A Cross-Border Retirement Without Tax Woes”
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Preparing to Exit Canada for the United States? (Part IV)
 
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
  • 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.