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" 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 Inc., 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.