CardinalPointWealth,ULC

Canada-US Cross-Border Wealth Management. Offices in Toronto, Vancouver, Calgary, Irvine, Boca Raton.

[CardinalPointWealth,ULC @CardinalPointWM]

Moving between Canada and the U.S. with RSUs or stock options? Equity awards can create tax complexities involving vesting, exercise, and income sourcing. Planning ahead matters.

Read the full article: https://t.co/0avt76a2y0

#CardinalPointWealth #EquityCompensation

[CardinalPointWealth,ULC @CardinalPointWM]

For cross-border families, the key isn’t how many advisors you have—it’s whether their advice works together. See why coordinated planning matters across Canada and the U.S. #CrossBorderPlanning #WealthManagement #CardinalPointWealth

https://t.co/pxLQWmLkPo

[CardinalPointWealth,ULC @CardinalPointWM]

AI can provide answers, but cross-border planning requires more than information. See why experience, judgment, and coordination matter when your financial life spans Canada and the U.S. #CardinalPointWealth #CrossBorderPlanning #CanadaUS

https://t.co/saEW60urZz

[CardinalPointWealth,ULC @CardinalPointWM]

Not all cross-border advisors are created equal. Learn what defines a true Canada-U.S. cross-border firm and why integrated tax, investment, and financial planning matters. #CardinalPointWealth #CrossBorderPlanning #WealthManagement

https://t.co/ot1IWbAvjR

[CardinalPointWealth,ULC @CardinalPointWM]

In the final installment of our series, John McCord, Senior Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, explains how the Canada-U.S. Tax Treaty helps prevent double taxation.
#CardinalPointWealth #CrossBorderTaxPlanning

[CardinalPointWealth,ULC @CardinalPointWM]

In the sixth installment of our series, John McCord, Senior Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, explains how our integrated platform helps Canadians in the U.S. manage investments on both sides of the border.
#CardinalPointWealth

[CardinalPointWealth,ULC @CardinalPointWM]

In the fifth installment of our series, John McCord, Senior Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, discusses cross-border estate planning and the importance of coordinating wealth transfers.
#CardinalPointWealth #EstatePlanning

[CardinalPointWealth,ULC @CardinalPointWM]

In the fourth installment of our series, John McCord, Senior Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, discusses optimizing cross-border investments through coordinated account management and withdrawal strategies. #CardinalPointWealth

[CardinalPointWealth,ULC @CardinalPointWM]

In the third installment of our series, John McCord, Senior Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, discusses tax-efficient cross-border investment strategies.
#CardinalPointWealth #CrossBorderPlanning

[CardinalPointWealth,ULC @CardinalPointWM]

In the second installment of our educational series, John McCord, Senior Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, discusses Canadian and U.S. tax obligations and foreign account reporting requirements.
#CardinalPointWealth #CrossBorderTaxPlanning

[CardinalPointWealth,ULC @CardinalPointWM]

Canadians living in the U.S. face unique financial challenges. John McCord, Senior Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, discusses key cross-border planning considerations. 
#CardinalPointWealth #CrossBorderWealthManagement #FinancialPlanning

[CardinalPointWealth,ULC @CardinalPointWM]

For Canadians with U.S. connections, estate and gift tax rules can create complex planning considerations. Learn how citizenship, domicile, asset location and the Canada-U.S. Tax Treaty can... #CardinalPointWealth #CrossBorderPlanning #EstatePlanning
https://t.co/VHsPXhIZPc

[CardinalPointWealth,ULC @CardinalPointWM]

When one spouse is a U.S. citizen living in Canada, tax, investments, asset ownership, and estate planning can become more complex. Coordinated cross-border planning is essential. #CrossBorderPlanning #WealthPlanning #CardinalPointWealth

https://t.co/XOwXxgNkF3

[CardinalPointWealth,ULC @CardinalPointWM]

When a Canadian beneficiary moves to the U.S., taxes, trusts, business ownership, and estate plans can become more complex. Early planning can help avoid costly surprises. #CrossBorderPlanning #CardinalPointWealth

https://t.co/3coPXVXDgF

[CardinalPointWealth,ULC @CardinalPointWM]

Gifting U.S. investments to Canadian-resident parents may seem simple, but tax implications can extend well beyond the initial transfer. Explore the U.S. gift, Canadian capital gains, and potential... #CardinalPointWealth #CrossBorderPlanning #USCanadaTax
https://t.co/aRFEHZ65d2

[CardinalPointWealth,ULC @CardinalPointWM]

Effective wealth transfer planning starts early. Explore strategies Canadian families can use to preserve wealth, manage taxes, create liquidity, and plan for future generations. #WealthTransfer #EstatePlanning #FinancialPlanning #CardinalPointWealth 

https://t.co/1u86564M5Y

[CardinalPointWealth,ULC @CardinalPointWM]

International estate planning can be complex when Canadian families have assets, beneficiaries, or executors abroad. Learn how cross-border tax, succession, probate, and reporting rules can affect your estate plan. #CardinalPointWealth #EstatePlanning 

https://t.co/XalXUxHuQT

[CardinalPointWealth,ULC @CardinalPointWM]

Delaying your first IRA RMD may mean taking two distributions the following year, potentially creating added tax and cross-border complexity. Timing matters, especially for U.S.-Canada retirees. #CardinalPointWealth #RMD #RetirementPlanning

https://t.co/0aICE1E9Gx

[CardinalPointWealth,ULC @CardinalPointWM]

Life insurance can support more than financial protection. Explore how it can help Canadian families and business owners with tax planning, estate liquidity, succession, and wealth... #LifeInsurance #EstatePlanning #WealthTransfer #CardinalPointWealth
https://t.co/nL4lqORILw

[CardinalPointWealth,ULC @CardinalPointWM]

Canadians who overstay an authorized U.S. visit could face serious consequences, including three- or ten-year bars to re-entry. Learn why tracking your time in the U.S. matters. #CardinalPointWealth #CrossBorderPlanning #USImmigration

https://t.co/9ZxfZ2nCrj