Your Cross-Border Financial Advisor
Cardinal Point’s wealth management offering includes personalized investment, tax planning and preparation, financial planning, and cross-border solutions for families, individuals, and related institutions. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Wherever our clients call home, we offer tailored we
alth, financial and tax planning services, coupled with a disciplined approach that includes investment policy creation, asset allocation, and portfolio management. Our clients seek a long-term relationship with a trusted wealth manager who fully understands their desire to simplify their financial lives—to build and protect their investments, to create a family legacy, and find a more efficient and satisfying approach to managing their wealth. Disclaimer: Disclaimer: "Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises three legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor; Cardinal Point Capital Management ULC, a U.S. registered investment advisor and a registered portfolio manager in Canada; and Cardinal Point Wealth Management Inc., a Canadian financial planning firm. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
