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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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Canadians are often surprised to learn that their Canadian trust could be subject, inadvertently, to the long arm of California’s tax system when having a beneficiary who lives in California. What are the tax rules and what can be done to avoid this California tax?
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Canadians moving to the U.S. are often unsure if they should sell their home prior to moving. In this article, we examine the Canadian and U.S. tax rules and filing requirements when an individual sells their principal residence prior to moving versus after they become a U.S. tax resident.
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Before moving to Canada from the U.S., there are a number of tax planning strategies that should be considered. Find out how a Roth conversion strategy could benefit you.
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We believe that the company you keep tells a lot about somebody. We’ve been proud to work with Dimensional Fund Advisors (DFA) since our firm’s inception. In this interview, Co-CEO David Butler describes how DFA always looks to do the right thing for its clients.
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Tech titans like Apple and Amazon seem to dominate the news and stock markets these days. And while the perception is that these top companies comprise a significant portion of the stock market, do they within a historical context? Are investors ignoring other areas of the markets that don't make the front page?
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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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