Custodian Closed Your Cross-Border Investment Account?
- Is your wealth management firm closing your investment account because you are a non-resident? You are not alone. Many U.S. investment companies and custodians have made a choice to no longer work with expats or non-residents who live outside of the U.S. Most do not have the proper licensing, registration or the desire to adhere to the ongoing compliance rules associated with working with a non-resident of the U.S.
- Do you work with a cross-border financial advisor? We can help.
Who is Cardinal Point Wealth Management?
Cardinal Point is a cross-border wealth management firm with a deep understanding of assisting expatriates from both the United States and Canada. Whether you reside in the U.S. as a Canadian, in Canada as an American, or as a Canadian or U.S. citizen abroad, we are here to offer tailored solutions for investment management, tax planning, financial services, and estate planning.
You’ve got questions? We have answers
Thank you for your interest. To have your questions answered, click on the contact us button below or give us a call at one of our regional office locations.