Canada-US Cross-Border Wealth Management. Offices in Toronto, Vancouver, Calgary, Irvine, Boca Raton.
Toronto, Ontario
Joined December 2011
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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
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
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
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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
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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
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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
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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
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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
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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
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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
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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
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Not all 401(k) plans work the same—especially when retirement crosses the Canada-U.S. border. Before rolling a 401(k) into an IRA, consider plan rules, flexibility, and potential tax implications.
#CardinalPointWealth #401k #CrossBorderPlanning
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Trump Accounts are now live, but cross-border families face added tax and reporting questions. Learn what Canada-U.S. families should consider before contributing. #CrossBorderPlanning #TaxPlanning #CardinalPointWealth
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Moving from Miami to Toronto can reshape taxes, investments, retirement, and estate plans. See how coordinated cross-border planning helped one family prepare for the transition. #CardinalPointWealth #CrossBorderPlanning #WealthManagement
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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
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Double taxation can significantly reduce the value passed to the next generation. Learn how post-mortem tax planning strategies can help Canadian business owners preserve more wealth. #EstatePlanning #TaxPlanning #BusinessSuccession #CardinalPointWealth
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Moving from Canada to the U.S.? Selling, renting, or returning to your Canadian home can have significant tax implications. Learn how change-of-use rules and the principal residence... #CrossBorderTax #CanadianRealEstate #TaxPlanning #CardinalPointWealth
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More Americans are exploring life in Canada. Choosing the right city is important—but so is understanding the cross-border tax and financial planning implications before you move. This article highlights six popular destinations. #CardinalPointWealth
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Looking for more guidance on this topic? Our related video explores the financial planning and cross-border considerations in greater detail:
cardinalpointwealth.com/2025…
Moving manufacturing to the U.S. involves far more than tariffs. Kris Rossignoli shares why cross-border tax, business, and estate planning are critical before expanding south. #CrossBorderBusiness #TaxPlanning #Manufacturing #CardinalPointWealth
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