John McCord’s article highlights the start of 2012 as the perfect time to reassess the state of your financial plan, including your investment, taxation, insurance, retirement and estate needs. When cross-border complexities are present, the need for a coordinated review is even more pronounced. The process starts with a qualified advisor and a planning analysis of the preceding year’s after-tax cash flows. An advisor should also review goals, values and time frames, and financial plans should be updated to reflect significant events. In addition, account consolidation should be considered in areas such as retirement accounts.
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Cardinal Point Establishes Cross-Border Wealth Management Firm
This article in Financial Planning talks about how Cardinal Point is addressing the growing need for independent, cross-border wealth management services for Canadians living in the U.S. and vice versa. According to Cardinal Point’s President Jeff Sheldon, this niche emerged around several trends, including currency fluctuations and increased purchases of U.S. real estate by Canadians. Whether its Canadian retirees flocking to Florida or U.S. executives lured to Canada’s natural resources boom, Cardinal Point has made its move to seize an open niche in the wealth management space.
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