Articles from Cardinal Point Wealth Management, ULC

New York, NY, July 22, 2026 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management is helping cross-border families navigate the complexities of newly proposed U.S. savings vehicles, commonly referred to as “Trump Accounts,” and highlighting the potential tax and planning pitfalls for those with financial ties to both Canada and the United States.

Toronto, ON, July 22, 2026 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management has published a new article examining the significant tax changes affecting Washington residents and the planning considerations for individuals and families evaluating a move to a lower-tax state.

Toronto, ON, March 02, 2026 (GLOBE NEWSWIRE) -- As more families live, work, invest, and retire on both sides of the border, financial literacy has become a critical factor in preserving and transferring wealth across generations. In its latest blog post, “How Cross-Border Financial Literacy Builds a Stronger Family Legacy,” Cardinal Point Wealth Management explains how families can navigate complex U.S. and Canadian rules to protect their long-term financial future.

Toronto, ON, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Cross-border estate plans created decades ago can trigger severe legal and financial consequences, especially when a Canadian family trust beneficiary becomes a U.S. citizen or resident.

Toronto, ON, Dec. 06, 2025 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management has issued a 2025 advisory to help high-net-worth families navigate the complexities of retirement when assets, income, or family ties span both Canada and the United States. With dual taxation, differing retirement systems, and evolving estate and healthcare rules, complicated cross-border planning requires a highly coordinated approach.