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Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

About Us
Canadian Private Wealth
U.S. Private Wealth
Cross-Border Services
Blog

About Us
Canadian Private Wealth
U.S. Private Wealth
Cross-Border Services
Blog

Toronto Office

June 18, 2025 By Cardinal Point Wealth

Discuss your goals with us today

Canada US Investment Management

We can handle all of your Canada-U.S. investment management, tax, estate and financial planning complications

Wealth management strategies fit for you

Wealth Management Strategies

Our cross-border financial planning team can provide an assessment of your needs based on your unique circumstances

What We Do

Investment Management
Wealth Planning
Tax Planning & Preparation
Private Wealth Services for U.S. Residents
Private Wealth Services for Canadian Residents
Cross-Border Financial & Tax Planning
Business Management for Athletes

Cross-Border Wealth

Cross-Border Financial Planning
Cross-Border Transition Planning
Cross-Border Tax Planning
Cross-Border Estate Planning
Cross-Border Investment Management
Americans Living in Canada
Canadians Living in the U.S.
Moving to Canada from the U.S.
Moving to the U.S. from Canada
Expatriates Living Abroad

Resources

Canadians in California
Canadians in Texas
Canadians in Florida
Canadians in Arizona
Canadian and U.S. Expat Tax Planning
Wealth Management for U.S. Citizens in Canada
Calgary Financial Planner
Custodian Closed Your Cross-Border Investment Account?
Part 3 Form CRS

Videos & Social Media

Video: Cross-Border Wealth Management, Navigating Life as a Canadian or U.S. Expat
Video: Cross-Border Tax Planning for Americans Moving to Canada
Video: Cross-Border Financial Planning for Canadians Living in the U.S.

Other Sites

Focus Partners | Advisor Solutions
Focus Partners
Focus Financial Partners

Copyright © 2025 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC, PEI, NL). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.