https://cardinalpointwealth.com/
'YOUR CROSS-BORDER FINANCIAL ADVISOR' used 2 times
https://cardinalpointwealth.com/
'We are dedicated to helping affluent families oversee their ongoing Canada, U.S. and cross-border financial planning complexities.' used 2 times
https://cardinalpointwealth.com/investment-management/
'Investment Management' used 2 times
https://cardinalpointwealth.com/investment-management/
'Cardinal Point provides personalized investment management services for clients with Canadian and U.S. investment accounts. Investment strategies are customized to each clients’ risk tolerance and financial goals, integrating them into their broader tax, financial and estate planning initiatives.' used 2 times
https://cardinalpointwealth.com/cross-border-estate-planning/
'Cross-border estate planning between Canada and the U.S. requires careful consideration of both countries’ tax laws and regulations. It involves strategies to minimize or eliminate estate taxes − such as taking advantage of international tax treaties, properly structuring assets, and utilizing trusts.' used 2 times
https://cardinalpointwealth.com/cross-border-tax-planning/
'CROSS-BORDER TAX PLANNING' used 2 times
https://cardinalpointwealth.com/cross-border-tax-planning/
'Cross-border tax planning for Americans and Canadians living, working, or investing in both countries involves multiple tax considerations, treaties, rules, and regulations. Learn how Cardinal Point can help minimize your tax exposure in the U.S. and Canada while ensuring compliance with all local and state tax laws. Find out if tax savings exist and get a personalized plan tailored to your individual situation.' used 2 times
https://cardinalpointwealth.com/cross-border-financial-and-tax-planning/moving-to-canada-from-the-u-s/
'MOVING TO CANADA FROM THE U.S.' used 2 times
https://cardinalpointwealth.com/cross-border-financial-and-tax-planning/moving-to-canada-from-the-u-s/
'Whether you are a U.S. citizen moving to Canada or a Canadian expat moving back home, important tax and financial planning considerations must be examined well before becoming a Canadian tax resident. With a Cardinal Point cross-border advisor, we assist U.S. citizens whom are moving to Canada in through a variety of solutions.' used 2 times
https://cardinalpointwealth.com/cross-border-financial-planning/
'CROSS-BORDER FINANCIAL PLANNING' used 2 times
https://cardinalpointwealth.com/comprehensive-wealth-planning-services/
'COMPREHENSIVE WEALTH PLANNING' used 2 times
https://cardinalpointwealth.com/comprehensive-wealth-planning-services/
'Planning your financial future requires a thoughtful and personalized approach. Cardinal Point offers an array of services and plans that are tailored to your unique situation.' used 2 times
https://cardinalpointwealth.com/expatriates-living-abroad-2/
'EXPATRIATES LIVING ABROAD' used 2 times
https://cardinalpointwealth.com/expatriates-living-abroad-2/
'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.' used 2 times
https://cardinalpointwealth.com/canadians-living-in-the-u-s/
'With Cardinal Point, Canadians living in the US can have the assurance of knowing all of their cross-border financial planning considerations can be addressed by one company.' used 2 times
https://cardinalpointwealth.com/moving-to-the-u-s-from-canada/
'MOVING TO THE U.S. FROM CANADA' used 2 times
https://cardinalpointwealth.com/moving-to-the-u-s-from-canada/
'Coordinating a move to the U.S. from Canada without a financial transition plan can lead to adverse tax consequences and missed financial planning opportunities.' used 2 times
https://cardinalpointwealth.com/tax-planning-strategies/
'TAX PLANNING SERVICES' used 2 times
https://cardinalpointwealth.com/tax-planning-strategies/
'At Cardinal Point, we guide our clients through a full range of Canadian, U.S. and cross-border tax planning strategy. These strategies are designed to minimize our clients’ tax liabilities, maximize their cash flow, and help them to realize their financial goals.' used 2 times
https://cardinalpointwealth.com/our-story/
'OUR STORY' used 2 times