Temporary Guests and Snowbirds

We help Canadian and American Expats, Temporary Guests and Snowbirds with assets on both sides of the U.S.-Canada border — optimally structure their investments, liabilities and retirement savings in order to reduce their tax burden and minimize fees. Cross border tax planning

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. canada us tax planning

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. cross border wealth management