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:
Cardinal Point Wealth Management LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Cardinal Point Wealth Management LLC and its representatives are properly licensed or exempt from licensure. Cardinal Point Wealth Management, Inc. is a Canadian-based financial planning firm. Each firm enters into client engagements independently. This website is solely for informational purposes. For more information, please see our legal disclosure.