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March 25, 2026 21:05 ET | Source: Cardinal Point Wealth Management, ULC

Understanding Inflation Assumptions: What Financial Planners Are Really Doing—and Why It Matters

Toronto, ON, March 25, 2026 (GLOBE NEWSWIRE) -- Inflation is one of the most critical, and often misunderstood, variables in financial planning. In its latest educational post, Cardinal Point Wealth...
March 11, 2026 03:55 ET | Source: Cardinal Point Wealth Management, ULC

Cardinal Point Wealth Management Explains Social Security Claiming Strategies for Married Couples, Including Cross-Border Tax Impacts for U.S. Citizens in Canada

Toronto, ON, March 11, 2026 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management has released a new in-depth article, “Social Security Claiming Decisions for Married Couples: Key Strategies, Timing...
March 02, 2026 21:30 ET | Source: Cardinal Point Wealth Management, ULC

Cardinal Point Wealth Management Highlights the Role of Cross-Border Financial Literacy in Building a Stronger Family Legacy

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...
February 12, 2026 22:36 ET | Source: Cardinal Point Wealth Management, ULC

Cardinal Point Wealth Management Explains How the Canada Revenue Agency Taxes Cryptocurrency

Toronto, ON, Feb. 12, 2026 (GLOBE NEWSWIRE) -- As cryptocurrency adoption continues to expand among investors on both sides of the border, understanding the tax treatment of digital assets has...
February 06, 2026 19:03 ET | Source: Cardinal Point Wealth Management, ULC

Cross-Border Families Warned of Potentially Adverse U.S. Compliance Implications and Taxation of Family Trusts

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...
December 06, 2025 00:55 ET | Source: Cardinal Point Wealth Management, ULC

Cardinal Point Wealth Management Releases New 2025 Cross-Border Retirement Guide for High-Net-Worth Families

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,...