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Cardinal Point Establishes Cross-Border Wealth Management Firm

This article in Financial Planning talks about how Cardinal Point is addressing the growing need for independent, cross-border wealth management services for Canadians living in the U.S. and vice versa. According to Cardinal Point’s President Jeff Sheldon, this niche emerged around several trends, including currency fluctuations and increased purchases of U.S. real estate by Canadians. Whether its Canadian retirees flocking to Florida or U.S. executives lured to Canada’s natural resources boom, Cardinal Point has made its move to seize an open niche in the wealth management space.

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