We specialize in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Our customized domestic and cross-border wealth, financial and tax planning services, as well as investment policy creation, asset allocation and portfolio management, give us the ability to oversee and advance the goals of our clients wherever they call home.

As a client of Cardinal Point, you can enjoy the assurance that comes with having a team of experienced, multidisciplinary professionals working with you to build a comprehensive wealth plan tailored to your unique needs and focused on creating long-term value

Perhaps you have your financial house in order for retirement. But have you thought through questions around how long and how well you will live when you’re retired? Non financial issues are often neglected, and yet

Where is the right place to retire – Canada or USA? Which province or state? These are difficult questions with lots of factors to consider, many of which are personal. Taxes should not be the most important issue

There are a number of rules changes proposed by Congress that will impact retirement accounts. The changes will benefit US residents and also Canadians with IRAs and other retirement accounts. There are many ways this could be advantageous for you, possibly deferring tax or extending benefits. Cardinal Point, as the leading cross-border specialist, can show you how.