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Preparing to Exit Canada for the United States? (Part I)

August 1, 2011 By Cardinal Point Wealth

This is the first in a three-part series for the Canadian Expat Network (CEN) examining important aspects of cross-border financial planning.  In the first installment, Cardinal Point’s John McCord looks at the Canadian Departure Tax, a levy assessed by the Canadian Revenue Agency (CRA) when an individual or family becomes a non-resident of Canada. It discusses which assets are subject to the tax and which aren’t, as well as strategies that can be used to lower the tax.

Filed Under: Articles, Canada-U.S. Financial Planning Articles, Cross-border Tax Planning, Cross-border Transition Planning Tagged With: Canada-U.S. financial planning, Cross-border tax planning, Moving to U.S. from Canada, Transition Planning

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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.