Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

Contact Us | Client Login
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross-Border Financial and Tax Planning
  • Cross-Border Services
    • Cross-Border Financial and Tax Planning
    • 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
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross-Border Financial and Tax Planning
  • Cross-Border Services
    • Cross-Border Financial and Tax Planning
    • 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

Videos

Cross-Border Videos

Americans in Canada: Investment Basics
More
Americans Selling Canadian Homes Face Tax Issues
Does it make financial sense to renounce your U.S. citizenship?
More
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
More
What Snowbirds Need to Know about U.S. Estate Tax
More
How US PFIC Rules Can Impact Your Clients
More
Estate Planning for Snowbirds
More
Americans in Canada Facing Obamacare Surtax
 

Featured Topics

  • Canada-U.S. Financial Planning
  • 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

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?
Copyright © 2020. Cardinal Point Wealth Management, LLC and Cardinal Point Capital Management Inc. All Rights Reserved.

"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.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.