COMPREHENSIVE WEALTH PLANNING
Planning your financial future requires a thoughtful and personalized approach. Cardinal Point offers an array of services and plans that are tailored to your unique situation.
COMPREHENSIVE WEALTH PLANNING
Planning your financial future requires a thoughtful and personalized approach. Cardinal Point offers an array of services and plans that are tailored to your unique situation.
We start by helping you define and quantify your financial goals and then create a practical, step-by-step plan to help you reach them. Our financial planning service combines our investment management process with your short- and long-term objectives, your exposure to risk, and your tax planning and estate planning considerations. Your personalized financial plan can include specific planning services such as:
- Cash flow management
- Personal and corporate tax planning
- Retirement planning
- Risk management analysis
- Cross-border financial and tax planning
- Charitable bequest planning
- Estate Planning
- Generational and Family Planning
- Health, life, and property insurance review
- Business exit planning
Comprehensive financial planning
Learn the benefits of a Canada-U.S. cross-border financial plan.
A holistic approach
We handle all of your Canada-U.S. investment, tax, estate & financial planning needs
OUR RECENT PUBLICATIONS
United States – Winter 2024-2025 Tax Highlights
Don’t cheer or panic yet. There is a barrage of news stories and social media posts about what the new Administration may or may not do with the Tax Code after Inauguration Day (January 20). It can all be a little distressing when you are trying to make long range plans, but you may not [...]
Canada – Winter 2024-2025 Tax Highlights
It’s that time of year again. Time to plan for family gatherings and travel. Time to set your New Year’s resolutions. Time to try and stall the swift passage of time. Unfortunately, it is also the time of year when we wait with bated breath to learn if parliament is going to pass tax legislation [...]
Cross-Border Financial Planning for Canadians Living in the U.S.: Insights from John McCord
Are you a Canadian living, working, or planning to retire in the United States? Managing income, investments, retirement savings, and taxes across two countries involves navigating complex financial systems, but with the right guidance, it is possible to achieve clarity and success. With over 800,000 Canadians residing in the U.S., cross-border financial planning plays a [...]