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Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

Contact Us | Client Login
 * About Us
   * Our Story
   * Our Team
   * Our Clients
   * Legal and Compliance
   * Part 3 Form CRS
   * Relationship Disclosure Information
 * What We Do
   * Investment Management
   * Wealth Planning
   * Tax Planning and Preparation
   * Private Wealth Services-U.S.
   * Private Wealth Services-Canada
   * Cross Border Wealth Management, Financial and Tax Planning Advisor
   * Business Management for Athletes
 * Cross-Border Services
   * Cross Border Wealth Management, Financial and Tax Planning Advisor
   * 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
   * Part 3 Form CRS
   * Relationship Disclosure Information
 * What We Do
   * Investment Management
   * Wealth Planning
   * Tax Planning and Preparation
   * Private Wealth Services-U.S.
   * Private Wealth Services-Canada
   * Cross Border Wealth Management, Financial and Tax Planning Advisor
   * Business Management for Athletes
 * Cross-Border Services
   * Cross Border Wealth Management, Financial and Tax Planning Advisor
   * 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


CARDINAL POINT WEALTH MANAGEMENT | CROSS BORDER FINANCIAL ADVISOR


YOUR CROSS-BORDER
FINANCIAL ADVISOR


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

Let’s Talk



YOUR CROSS-BORDER
FINANCIAL ADVISOR


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

Let’s Talk



Cardinal Point is an independent Canadian-U.S. wealth management company 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



FEATURED MEDIA

PODCAST: CANADA/US CROSS-BORDER PLANNING REVISITED WITH TERRY RITCHIE

Cardinal Point’s VP and partner Terry Ritchie joined host Jason Periera on his
podcast to discuss recent developments around financial planning issues for
Americans living in Canada and Canadians investing in the US.

Listen Now

EBOOK: LIFETIME CAPITAL GAINS EXEMPTION & QUALIFIED SMALL BUSINESS CORPORATION

The Lifetime Capital Gains Exemption (LCGE) is available to all Canadian
residents and Americans living in Canada as a tax deduction on the sale of a
Qualified Small Business Corporation (QSBC).

Download

EBOOK: CROSS BORDER IMPLICATIONS OF HOLDING 529 PLAN

Many Canadians move for career opportunities to the U.S., work and raise
families, and then plan to relocate back to Canada. A qualified tuition and
educational savings plan for children (a 529 plan) is exempt from taxation in
the U.S., in most cases …

Download



OUR RECENT PUBLICATIONS

DUAL TAX RESIDENCY IN A CANADIAN CONTEXT

Cross-border residency may create numerous significant Canadian tax issues for
you, in both countries. That’s increasingly important since many people now work
remotely across borders. Certain criteria are used to determine Canadian
residency for tax purposes, but filing official forms to determine your tax
status may also trigger reviews or audits that are not in your best interest. On
the other hand, cross-border taxpayers may avoid double taxation thanks to
treaties other countries sign with Canada. Tax rules are always complex, and
those involving dual residency can be extremely complicated. That is why insight
from an expert cross-border tax planning professional is strongly advised.



Read more


COMMUNICATING YOUR ESTATE PLAN IS A VITAL PART OF “THE ESTATE PLAN”

Estate planning is a vital part of financial planning and wealth management. But
communicating your estate plans is equally vital, to ensure that your plans are
executed according to your wishes. That’s especially true when it comes to
communicating with the Executor of your estate and those who are designated with
Power of Attorney for Property or Personal Care. Too often that communication is
overlooked, but you can ensure that those designated persons are well-informed
and prepared by writing them a letter that outlines their tasks and
responsibilities. The following article includes more information, plus
convenient, customizable templates to help you draft those vital communiqués.



Read more


NANNIES, HOUSEKEEPERS AND GARDENERS: U.S. TAXPAYER IMPLICATIONS FOR HOUSEHOLD
WORKERS

If you are hiring a household worker in the United States, you need to have an
understanding of their status related to income tax purposes and your
obligations as the payor. The first thing to determine is whether the worker is
an independent contractor or your employee. That status will determine the
documentation required for the work agreement, payments made to and for the
worker, as well as how you report their income paid by you. If you’re a Canadian
resident, you’ll be interested in our next article on hiring household workers
in Canada.



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
 * Business Management for Athletes

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?

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 © 2023 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). 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.