Cardinal Point Wealth Management Highlights the Role of Cross-Border Financial Literacy in Building a Stronger Family LegacyToronto, 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.
Cross-Border Families Warned of Potentially Adverse U.S. Compliance Implications and Taxation of Family TrustsToronto, 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.
Cardinal Point Wealth Management Releases New 2025 Cross-Border Retirement Guide for High-Net-Worth FamiliesToronto, 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.
