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
The Importance of Neighborhood Choice When Moving Cross Border
With so many factors to consider when planning a move across the Canada/U.S. border, it is easy to neglect researching the history and ethnic diversity of the neighborhoods in which you may want to buy your new home. Learn more about why these details matter in this firsthand account of one family’s experience.
