Knowledge & Education Center

Cardinal Point Featured at CFA SF Society Event

Cardinal Point was founded with the idea of delivering an exceptional client experience and world class expertise to clients with Canada-U.S. cross-border financial planning considerations. Cardinal Point is dedicated to meeting the needs of our clients in the areas of capital preservation, tax planning, risk management, and delivery of long-term investment returns through varying economic and market cycles.

Recently we were honored to describe our process and the rationale for our phenomenal growth by sitting as a panelist on a Chartered Financial Analyst (CFA) San Francisco Society event on Cross Border Planning & Investing Implications on November 8th. A CFA is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. Find out more about the CFA designation here.

At this event, Matt Carvalho, Chief Investment Officer for Cardinal Point, laid out what he thought has been crucial to our firm’s growth: delivering significant value to a specific group of clients in areas such as customized financial planning, tax services, risk management, immigration status planning, and investment management.

The event was well attended, with a standing room only crowd of over 40 professionals related to the CFA SF Society, an indication that the interest and need for cross border planning is growing.

Audience questions ran a wide gamut, but tended to focus around issues of currency conversion, licensing requirements, and financial planning / estate planning considerations for clients with assets and interests in multiple countries.

With a specialization in working with Canadian and US residents, Canadian and American expatriates, and those immigrating to Canada or the U.S. from abroad, we have  the unique ability to oversee and advance the goals of our clients wherever they call home.

Cardinal Point clients enjoy the assurance that comes with having a team of experienced, multidisciplinary professionals working to build a comprehensive wealth plan tailored to their unique needs while focusing on creating long-term value for them.

Cross-border relocation can come with tough challenges, yet these are the issues that excite all employees at Cardinal Point. Solving these more complex financial planning questions is not only extremely helpful to our clients, but very satisfying to us. With unparalleled experience in the Canada/US space, we go to work everyday ready to work through all of the problems that impact our client’s lives.

https://cfa-sf.org/events/EventDetails.aspx?id=1049170&group=

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