Cardinal Point Wealth Management

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Americans in Canada: Investment Basics

Americans Selling Canadian Homes Face Tax Issues

Does it make financial sense to renounce your U.S. citizenship?

Terry Ritchie, U.S. Expatriation and Your Dual Citizen Clients

Tax Implications for Americans Living in Canada

How U.S. Estate Tax Applies to Canadians with U.S. Stocks, ETFs

What Snowbirds Need to Know about U.S. Estate Tax

How US PFIC Rules Can Impact Your Clients

Estate Planning for Snowbirds

Americans in Canada Facing Obamacare Surtax

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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.