Thank you for reaching out to Cardinal Point Wealth Management. A representative will reach out to you shortly. Whatever your cross-border estate planning goals, Cardinal Point Wealth Management can help develop a thorough and thoughtful plan that is personalized to your needs.
Why Choose Cardinal Point Wealth Management?
Cardinal Point is one of only a few cross-border financial advisors licensed to provide both Canadian and U.S. investment management and financial planning services on both sides of the border.The overwhelming majority of Canadian advisors are solely authorized to provide advice on Canadian investment accounts or to a Canadian domiciled client. The same is applicable in reverse for U.S.-based advisors.
With offices in Toronto, Ontario; Boca Raton, Florida; and Irvine, California, Cardinal Point legally provides Canadian and U.S. investment management and financial planning services that streamlines cross-border finances and enables clients to focus on their families, professions, and life goals.
There is no “one size fits all” cross-border financial planning and investment strategy. Therefore, it is important to partner with a qualified team of tax, legal and investment professionals who specialize in Canadian and United States cross-border transitioning and asset management.
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Canadian Snowbirds Present Opportunities—and Pitfalls—for Advisers
As more Canadians are following the warmer climate and real estate bargains of the Sun Belt, buyers should beware of the numerous cross-border financial planning issues involved. ThisInvestmentNews article discusses how U.S.-based advisory firms that cater to these Canadians can have particular value in dealing with the nuances of taxes, trusts and estate planning, and […]
Preparing to Exit Canada for the United States? (Part I)
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 […]
Preparing to Exit Canada for the United States? (Part III)
The third and final installment of the series addresses what to do with your Registered Retirement Savings Plan (RRSP). This article discusses some of the fundamental decisions that must be made concerning any tax-deferred accounts that are being left in Canada. It also looks at some of the common strategies suggested by cross-border financial planning advisors.