|
Contact Us
|
Client Login
About Us
Our Clients
Investment Philosophy
Financial Planning
Cross-Border
Knowledge Center
Cross-Border Wealth Management
Focused on creating long-term value
Cardinal Point utilizes a multifaceted approach to providing services for individuals and families with cross-border wealth management needs
Trust
Client-centric focus
Commitment to a prudent investment process guided by the fiduciary standard
Discipline
Custom solutions tailored to your needs
Managing client assets under a flexible and integrated
state-of-the-art platform
Heritage
Financial strength through a global perspective
Financial planning and investment strategy are structured to account for today's opportunities
Cardinal Point | Your
Cross-Border Financial Advisor
™
Cardinal Point is an independent wealth management firm created to service the sophisticated needs of high net-worth families. We are dedicated to
providing investment oversight
,
financial and tax planning
, and
cross-border solutions within the United States and Canada
. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected.
Free White Paper
Manage Your Canadian and U.S. Cross-Border Lifestyle
Seamless Cross-Border Solutions
We specialize in helping you make a successful financial transition to a U.S. and Canadian cross-border lifestyle. Our comprehensive planning process is designed to address your specific wealth management needs:
Moving to the U.S. from Canada
Canadians Living In the U.S.
Moving to Canada from the U.S.
Americans Living in Canada
Latest News & Articles
Should Snowbirds Live in the U.S.?
CRA Beefs Up Foreign Property Disclosure Requirements
Why Should Every Investor Request an Investment Policy Statement?
Why Is It Important For Canadian Expats To Disclose Foreign Based Accounts to the IRS?
Featured Video
Estate Planning for Snowbirds
