We specialize in assisting affluent Canadian expats, Canada-U.S. dual citizens, Green Card and visa holders, and snowbirds with their cross-border investment, tax, estate, retirement and financial planning needs.
Options for your CAD Non-registered assets when moving to and/or living in the U.S
The strong U.S. dollar has created new challenges for those moving to the United States from Canada—but understanding these challenges, and your options, can help you to navigate the financial transition as smoothly as possible. Here’s the…
Complimentary White Paper: Manage Your Canada-U.S. Cross-Border Lifestyle
Whether you are transitioning residency between Canada and the U.S. or you have already made the move, it is important to understand the benefits of a cross-border financial plan. Learn how Cardinal Point can help when holding investment assets or financial interests in the U.S. or Canada.
Anyone who has tried to find an advisor who is legally licensed or authorized to provide financial advice on both sides of the U.S.-Canada border knows how difficult that search can be. Few firms comply with applicable regulations or have the appropriate structure in place. And those that do rarely have a qualified team dedicated exclusively to Canada-U.S. cross-border financial planning issues. At Cardinal Point, we are different. We have developed a service model and platform that is specifically designed to meet the needs of Canadians living in the United States, U.S. citizens living in Canada, Canada-U.S. dual citizens, and American and Canadian expatriates living abroad. Because we specialize in these areas, we have the ability to oversee all of your Canada-U.S. cross-border financial planning complexities.
Understand the benefits of working with a Cardinal Point cross-border financial advisor
Canadians Living in the U.S.
Whether you are transitioning residency between Canada and U.S. or you have already made the move but continue to hold investment assets or financial interests in both Canada and the United States, proper cross-border financial planning can integrate and coordinate the asset management of your investments, reduce taxes and maximize your estate.
Our tax planning initiatives are fully integrated with our clients’ investment, financial and estate planning strategies. This coordinated approach to wealth management streamlines the financial planning process and helps our clients ensure lasting wealth for today, tomorrow and generations to come.
Goal based investing is a key tenet of our belief system. Instead of promoting performance chasing strategies, we believe strongly in a disciplined, customized portfolio design process focused on client objectives, targeted returns, and a strict adherence to client risk tolerances.