Cross-Border Management---The Cardinal Point Solution.pdf#Cross Border Wealth Management
Canadian and American citizens cross country lines for a host of personal and professional reasons. Temporary and permanent cross-border movements enhance the complexity of investment management and financial planning. The primary cause for this situation is that income and a variety of assets are accumulated on both sides of the border. Relocating without proper planning often results in a disjointed financial plan that manifests into higher taxation, poor estate planning and enhanced risk. Individuals with cross-border planning requirements should review their situation with a team that has a comprehensive cross-border platform with which to address their unique needs.
Cross-Border Management---The Cardinal Point Solution.pdf (146 KB)
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