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Cardinal Point Wealth Management & Cardinal Point Capital Management
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Cardinal Point is a leading provider of cross-border wealth management services to high-net-worth clients in the U.S. and Canada.
Cardinal Point is a leading provider of cross-border wealth management services to high-net-worth clients in the U.S. and Canada.

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Leaving Canada for the United States? What are the tax implications for your Canadian registered plans (RRSPs, LIRAs, RRIFs)? Cardinal Point’s cross-border experts weigh in on avoiding U.S. tax headaches.

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"The Insurance and Investment Journal spoke to U.S-Canada cross-border expert Terry Ritchie, a director at Cardinal Point Wealth Management, who’s specialized in the field for more than 25 years to find some answers. He says if you don’t have knowledge or experience it is very easy to mess things up for your client."

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If you have a U.S. revocable trust and are planning to move to Canada (both Canadian and U.S. citizens), it's important that you understand the tax consequences and administrative challenges before crossing the border.

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If you’ve moved to Canada—but have U.S. retirement accounts—you need a careful plan to avoid tax and legal pitfalls and protect your long-term financial health. Read on to find out how and why.

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If the presidential race has you considering a move to Canada, you should understand the opportunities and obstacles you’d face.

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U.S. citizens living in Canada usually know the basic U.S. and Canadian tax forms they must file. But several types of U.S. filings are often overlooked—potentially at great cost to the should-be filer. Read on to learn more.

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Are U.S. 401(k) contributions tax-deductible for those paying taxes in Canada? Can Canadian RRSP contributions be written off when you file your U.S. taxes? Here’s what you need to know.

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Canadians in the United States who move from an L-1 visa to a Green Card enjoy important new rights—but also new tax responsibilities. We’ve provided a primer on the often-complex financial planning needs of those who make the jump. 

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In our continuing series on Canadians and California community-property laws, we explain how the laws apply when one spouse is domiciled in California and the other in Canada.
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