Moving from the U.S. to Canada
Your Move to Canada, Backed by Cross-Border Expertise
Relocating from the United States to Canada involves more than adapting to a new financial system. It requires coordinating your financial life across two countries. Tax obligations, investment structures, and long-term planning decisions often remain tied to the U.S. while taking on new implications in Canada.At Cardinal Point, we help individuals and families navigate these cross-border considerations with a coordinated approach—so key decisions work together before, during, and after the move.
Understand the financial, tax, and planning considerations involved in your transition and take the next step with guidance tailored to your situation.
Our Firm
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U.S./Canada AUM
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Offices in Canada & U.S.
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Cross-Border Advisors
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Team Members
Why Moving to Canada Is More Complex Than It Seems
Relocating from the United States to Canada isn’t a simple transition from one system to another—it often means navigating both at the same time. U.S. citizens and Green Card holders typically remain subject to ongoing U.S. tax obligations, while also becoming part of Canada’s tax and financial system.
As a result, decisions around income, investments, and long-term planning must be considered across both countries, where rules and outcomes don’t always align.