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What We Do

Investment Management
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Canadians in California
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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

Americans in Canada: Investment Basics
Americans Selling Canadian Homes Face Tax Issues
Does it make financial sense to renounce your U.S. citizenship?

Copyright © 2024 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). 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.