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URL: https://cardinalpointwealth.com/
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Text Content

Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

Contact Us | Client Login
 * About Us
   * Our Story
   * Our Team
   * Our Clients
   * Legal and Compliance
 * What We Do
   * Investment Management
   * Wealth Planning
   * Tax Planning and Preparation
   * Private Wealth Services-U.S.
   * Private Wealth Services-Canada
   * Cross-Border Financial and Tax Planning
 * Cross-Border Services
   * Cross-Border Financial and Tax 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
 * What We Do
   * Investment Management
   * Wealth Planning
   * Tax Planning and Preparation
   * Private Wealth Services-U.S.
   * Private Wealth Services-Canada
   * Cross-Border Financial and Tax Planning
 * Cross-Border Services
   * Cross-Border Financial and Tax 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


CROSS BORDER TAX AND WEALTH MANAGEMENT

YOUR CROSS-BORDER
FINANCIAL ADVISOR

We are dedicated to helping affluent families oversee their ongoing U.S., Canada
and cross-border financial planning complexities.

Learn More




YOUR CROSS-BORDER FINANCIAL ADVISOR


WE ARE DEDICATED TO HELPING AFFLUENT FAMILIES OVERSEE THEIR ONGOING U.S., CANADA
AND CROSS-BORDER FINANCIAL PLANNING COMPLEXITIES.

Cardinal Point is an independent Canada-U.S. wealth management group of
companies created to service the sophisticated needs of high net-worth families.
Our financial advisors operate under the fiduciary standard and understand that
your wealth, family, interests and values are all interconnected.

We are dedicated to providing investment management, financial, estate and tax
planning solutions to residents of the U.S. and Canada, Americans moving to
Canada, Canadians moving to the U.S. and Canadian and U.S. expats living abroad.

PRIVATE WEALTH SERVICES
FOR RESIDENTS OF CANADA



PRIVATE WEALTH SERVICES
FOR RESIDENTS OF THE U.S.




CROSS-BORDER WEALTH SERVICES

MOVING FROM CANADA TO THE U.S.

CANADIANS LIVING IN THE U.S.

MOVING FROM THE U.S. TO CANADA

U.S. CITIZENS LIVING IN CANADA


CANADIAN AND U.S. EXPATS LIVING ABROAD

For those Canadians and Americans moving or living abroad, careful cross-border
financial planning considerations must be given to ensure tax and regulatory
compliance in both your home and adopted countries.

 

Learn More


OUR SERVICES

CROSS-BORDER TAX AND FINANCIAL PLANNING

TAX PREPARATION
AND PLANNING

INVESTMENT
MANAGEMENT

WEALTH
PLANNING




FEATURED WHITE PAPERS

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.

Download

U.S. TAX RESIDENTS: HOW TO NAVIGATE PFIC INVESTMENT RULES

U.S. taxpayers living in Canada or the U.S. can unknowingly employ investment
strategies in their portfolios that have unfavorable U.S. tax implications.
Learn which investment securities should be considered and avoided within your
investment accounts.

Download



OUR RECENT PUBLICATIONS

CARDINAL POINT WEALTH MANAGEMENT’S JEFF SHELDON FEATURED IN INVESTMENTNEWS

Cardinal Point’s founder Jeff Sheldon was recently featured in InvestmentNews.
Check out the highlights in this blog post.



Read more


MATT CARVALHO FEATURED IN CITYWIRE CANADA ARTICLE

Cardinal Point Wealth Management’s own Matt Carvalho, Chief Investment Officer,
was recently featured in a CityWire Canada article titled, “It’s not always this
good: Advisors make the case for fixed income.” View the article



Read more


DOES THE TIMING OF REQUIRED MINIMUM DISTRIBUTIONS MATTER?

The answer is a resounding yes. If you’re 72 years of age or older and need to
meet the minimum distribution requirements for your qualified retirement plans
each year, several factors need to be considered when determining the best time
to do so. Learn more about them in this blog post.



Read more



HOW WE HELP

 * Cross-Border Financial & Tax Planning
 * 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

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

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
 * Custodian Closed Your Cross-Border Investment Account?

VIDEOS & SOCIAL MEDIA

 * Americans in Canada: Investment Basics
 * Americans Selling Canadian Homes Face Tax Issues
 * Does it make financial sense to renounce your U.S. citizenship?


Copyright © 2021. Cardinal Point Wealth Management, LLC and Cardinal Point
Capital Management Inc. All Rights Reserved.

"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, LLC, a U.S. registered investment advisor and
Cardinal Point Capital Management Inc.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.
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