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.rnWe 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.
As an American living in Canada, your financial and wealth planning challenges are far more complex than those faced by non-U.S. citizens that are residents of Canada.
If this is you, it’s time to speak with an advisor that is qualified and understands the unique tax and estate requirements of managing assets on both sides of the USA/CAN border.
Whether you are transitioning residency between the U.S. and Canada or you have already made the move but continue to hold investment assets or financial interests in both countries, proper cross-border financial planning can integrate and coordinate the asset management of your investments, reduce taxes and maximize your estate.