Tax Planning for a Canadian Living in the U.S.
Our Difference: Integrated Cross-Border Tax Planning for Canadians and Americans
Finding a tax team with expertise in both Canadian and U.S. tax systems can be challenging. Many individuals with cross-border tax needs end up hiring separate professionals for each country. However, unless these practitioners collaborate closely, important tax issues can be overlooked and valuable planning opportunities missed. This fragmented approach also increases the risk that the Canada–U.S. Tax Treaty or foreign tax credits will be misapplied—often leading to higher fees and a less effective outcome overall.
At Cardinal Point, our integrated team of tax professionals specializes in serving Canadian and U.S. residents, expatriates, and individuals relocating between the two countries. We are fully versed in both Canadian and U.S. tax laws, and our extensive experience in cross-border tax matters ensures your filings are handled accurately, professionally, and on time. With offices in both countries, we are uniquely positioned to support clients throughout North America and abroad.
Comprehensive Wealth Strategies for Cross-Border Clients
Cardinal Point delivers comprehensive financial planning services tailored to the needs of affluent individuals and families. We specialize in working with residents of both Canada and the U.S., as well as Canadian and American expats living abroad. Our services cover investment management, tax planning and preparation, and financial and estate planning.
Many of our clients have lived and worked in both countries, accumulating assets and investment accounts on each side of the border. As a Cardinal Point client, you’ll benefit from the expertise of a multidisciplinary team dedicated to building a personalized cross-border wealth plan—designed to meet your specific needs and deliver long-term value.
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“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, PEI, SK, NS, NB, AB, BC, PEI). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This brochure is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.