Comprehensive Wealth Planning Services | Cardinal Point Wealth Management

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.

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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.

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A holistic approach

We handle all of your Canada-U.S. investment, tax, estate & financial planning needs

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OUR RECENT PUBLICATIONS

Terry Ritchie on Sending Money Between the U.S. and Canada

BNN Bloomberg recently featured the expertise of Cardinal Point’s Partner and Director of Cross Border Wealth Services, Terry Ritchie, in an article on the costs and conveniences of sending money between the U.S. and Canada. Regularly splitting his time between Calgary and Phoenix, Arizona, Terry has decades of first-hand experience in cross border transfers. Topics [...]

Cross-Border Implications of Holding a 529 Plan

529 plans are a popular U.S. higher education savings option. However, if you have any intention to move back to Canada in the future or think your child might choose to attend a college or university outside the U.S., you should consider the possible tax implications before investing in a 529 plan. Learn more about how these plans work and cross-border tax considerations in this article.

Moving Across the Border and Leaving Your Aging Parents Behind

The senior population—defined as those age 65 and older—is exploding in both the U.S. and Canada. If you’re planning a move across the border for work or retirement, it’s likely you have an aging family member or two to consider. In this article, we’ll explore the documents you need to have in order as well as other steps to take before you relocate away from the senior citizens you love.