• 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
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    Trust

    Client-centric focus

    Commitment to a prudent investment process guided by the fiduciary standard
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    Discipline

    Custom solutions tailored to your needs

    Managing client assets under a flexible and integrated
    state-of-the-art platform
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    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 group of companies 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.

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Manage Your Canadian and U.S. Cross-Border Lifestyle



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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:
Copyright © 2014. Cardinal Point Wealth Management, LLC, Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management Inc. All Rights Reserved.