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Cross-Border Transition Planning Articles

Cross-Border Transition Planning Articles

Financial Planning for Canadians Moving to the U.S.
O Canada! A Very Brief Primer on Canadian Immigration and Citizenship
Covering Your Assets: Risk Management and Your Cross-Border Move
Moving to the U.S.? Don’t Leave Your Canadian Investments Hanging
Should this family move to the U.S.?
Should Snowbirds Live in the U.S.?
Cross-Border Planning Full of Conflict
Part 4: Preparing to Exit the United States for Canada?
Part 3: Preparing to Exit the United States for Canada?
Part 2: Preparing to Exit the United States for Canada?
Preparing to Exit the United States for Canada?
Preparing to Exit Canada for the United States? (Part IV)
Preparing to Exit Canada for the United States? (Part III)
Preparing to Exit Canada for the United States? (Part II)
Preparing to Exit Canada for the United States? (Part I)
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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, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. 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.