Canada and the U.S. are the largest trading partners in the world with special relationship for a very long time. Canadians have family members and real estate in the U.S. Also, Canadians not merely own real estate in the U.S but many Canadian families have investment in the U.S. Though, both countries have comprehensive and very complex tax systems. To provide proper advice, expertise is needed on both sides of the border. With the availability of many practitioners and their availability online, it’s easy to find the best tax planner.

Tax planning is a smart work that every Canadians look ahead to enjoy immediate benefits. At Cardinal Point, we guide our clients with a comprehensive range of Canadian, U.S and cross-border tax planning strategies. These strategies are smartly designed to minimize tax liabilities of our clients, minimize their cash flow and help them to achieve their financial goals.

Canadians living in the U.S and organizations in Canada and U.S engage in cross-border operations including financings, acquisitions and divestitures, face unique and complex tax issues. Mutual dealings are framed smartly to maximize tax efficiencies and minimize tax liabilities. To obtain reliable and consistent guidance from Cardinal Point Wealth may help individual or organization in reducing tax burden and enjoy benefits of available tax incentives, and refunds.

At Cardinal Point Wealth, we deal with significant amount of cross-border activities like tax planning, Canadian pension funds investing in U.S assets, insurance matters, and more. We provide comprehensive guidance to our clients and provide proper advice on different issues.

Canadians living in the U.S for job purpose also need a professional who can easily deal Canada US tax planning. Recognizing the importance of the clients, we at Cardinal Point Wealth combines innovative investment skill and knowledge with strong planning. The company has been helping clients in the areas of capital preservation, tax planning, risk management and delivery of long-term investment returns through different economic and market cycles.

Whatever problems relevant to tax you are experiencing in Canada or U.S, we offer customized domestic and cross-border wealth, financial and tax planning services to best meet your unique needs and create long-term value.

About the Company

Cardinal Point is an independent cross-border wealth management company with offices in U.S and Canada. The company has been providing personalized investment, estate tax and cross-border financial planning solution to the individuals and families. Our comprehensive wealth plan is best tailored to your specific needs to offer you long-term value.

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