Cross Border
Whether for professional or personal reasons, more people are taking up permanent or temporary residence in other countries. Never has this been more true than today, specifically amongst Canadian and American citizens. And while a move into a new country represents a new and exciting time, it requires proper financial planning and investment management of accumulated wealth.
Cardinal Point Wealth Management takes a multifaceted approach to providing wealth management services in the United States and Canada. We provide holistic investment management oversight and financial planning solutions for those living and working in either country and specialize in cross-border planning, transition of assets, and continued investment oversight of client portfolios.
Those clients who benefit from our cross-border financial planning and investment management oversight expertise include:
- Executives and employees transferred across the border
- Canadians retiring in the United States
- Professional athletes playing and living on both sides of the border
- Small business owners with companies on both sides of the border
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