• 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


    Client-centric focus

    Commitment to a prudent investment process guided by the fiduciary standard


    Custom solutions tailored to your needs

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


    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.

Free White Paper

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

download your copy of Enrich 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:
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