cardinalpointwealth.comCardinal Point Wealth Management - Your Cross-Border Financial Advisor

Cardinal Point Wealth Management Your Cross-Border Financial Advisor Contact Us | Client LoginOur 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 Indigenous Wealth Services Cross-Border Services Cross-Border Wealth Management, Financial and Tax Planning Advisor Cross-Border Financial Planning 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 BlogOur 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 Indigenous Wealth Services Cross-Border Services Cross-Border Wealth Management, Financial and Tax Planning Advisor Cross-Border Financial Planning 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 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 Understanding Your Cross-Border Career: Navigating the Canada-U.S. Totalization Agreement for Pension Benefits Ebook Discover how to navigate your cross-border career with our detailed eBook, Understanding the Canada-U.S. Totalization Agreement.” This guide unravels the complex rules around pensions and living requirements for Canadians and Americans with careers that extend over both countries. Read more Death Emigration and Retirement Article – Featuring Kris Rossignoli Kris discusses how the increase in the capital gains exemption could particularly impact Canadians with corporations and trusts and why working with a qualified advisor to prepare a financial and tax plan before the new tax rates take effect June 24th is critical. Read more Key Changes to Canadian Tax Policies in 2024 The changes introduced in Canada Budget 2024 are poised to have a substantial impact on Canadians, particularly entrepreneurs, investors, and prospective home buyers. In the following piece, Private Wealth and Tax Manager, Kris Rossignoli, outlines the proposed changes and highlights why staying informed and seeking expert financial advice will be key to navigating this new tax landscape effectively. Read more How We Help 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 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? Part 3 Form CRS 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 © 2024 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). 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...