Cardinal Point Wealth Management is a specialized Canada-U.S. cross-border wealth advisory firm that provides comprehensive financial, tax, investment, and estate planning services tailored to high-net-worth individuals and families navigating life between both countries. With offices in Toronto, Scottsdale, and Boca Raton, the firm serves Canadians living in the U.S., Americans residing in Canada, dual citizens, and expatriates. Their expertise includes managing cross-border transitions, optimizing tax strategies, coordinating retirement benefits like CPP, OAS, Social Security, and Medicare, and ensuring compliance with both Canadian and U.S. regulations. By offering integrated solutions under one roof, Cardinal Point simplifies the complexities of cross-border financial planning, providing clients with personalized strategies to achieve their financial goals.