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Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Form ADV Part 2A
    • Part 3 Form CRS
    • Relationship Disclosure Information
    • Privacy Policy
  • Canadian Private Wealth
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
  • U.S. Private Wealth
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
  • Cross-Border Services
    • Cross-Border Wealth Management, Financial and Tax Planning Advisor
    • Cross-Border Financial Planning
    • Cross-Border Investment Management
    • Cross-Border Tax Planning
    • Cross-Border Estate 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
    • Form ADV Part 2A
    • Part 3 Form CRS
    • Relationship Disclosure Information
    • Privacy Policy
  • Canadian Private Wealth
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
  • U.S. Private Wealth
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
  • Cross-Border Services
    • Cross-Border Wealth Management, Financial and Tax Planning Advisor
    • Cross-Border Financial Planning
    • Cross-Border Investment Management
    • Cross-Border Tax Planning
    • Cross-Border Estate 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
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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
  • Business Management for Athletes

Cross-Border Wealth

  • Cross-Border Financial Planning
  • Cross-Border Transition Planning
  • Cross-Border Tax Planning
  • Cross-Border Estate Planning
  • Cross-Border Investment Management
  • 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

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
  • Calgary Financial Planner
  • Custodian Closed Your Cross-Border Investment Account?
  • Part 3 Form CRS

Videos & Social Media

  • Video: Cross-Border Wealth Management, Navigating Life as a Canadian or U.S. Expat
  • Video: Cross-Border Tax Planning for Americans Moving to Canada
  • Video: Cross-Border Financial Planning for Canadians Living in the U.S.

Other Sites

  • Focus Partners | Advisor Solutions
  • Focus Partners
  • Focus Financial Partners
Copyright © 2025 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC, PEI, NL). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.