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Whatever your financial planning goals, Cardinal Point Wealth Management can help develop a thorough and thoughtful plan that is personalized to your needs.
Why Choose Cardinal Point Wealth Management?
Cardinal Point is one of only a few cross-border financial advisors licensed to provide both Canadian and U.S. investment management and financial planning services on both sides of the border.The overwhelming majority of Canadian advisors are solely authorized to provide advice on Canadian investment accounts or to a Canadian domiciled client. The same is applicable in reverse for U.S.-based advisors.
With offices in Toronto, Ontario; Boca Raton, Florida; and Irvine, California, Cardinal Point legally provides Canadian and U.S. investment management and financial planning services that streamlines cross-border finances and enables clients to focus on their families, professions, and life goals.
There is no “one size fits all” cross-border financial planning and investment strategy. Therefore, it is important to partner with a qualified team of tax, legal and investment professionals who specialize in Canadian and United States cross-border transitioning and asset management.
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We set ourselves apart by offering you trusted counsel, a clear process and a complete plan for the future.With our comprehensive cross border wealth management process, you can be assured that we will be focused on your best interests, giving you the clarity you need to succeed in reaching your goals.
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