Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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    • Part 3 Form CRS
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  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog

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Palm Beach Office
2255 Glades Road, Suite 324A
Boca Raton, FL 33431
Toll Free: 1-866-213-2036
Office: 561-894-8337
Fax: 949-242-2558

Orange County Office
19200 Von Karman Ave., Suite 612
Irvine, California 92612
Toll Free: 1-866-213-2036
Office: 949-910-8354
Fax: 949-242-2558

Toronto Office
1243 Islington Avenue, Suite 903
Toronto, ON M8X 1Y9
Toll Free: 1-866-213-2036
Office: 416-849-4842
Fax: 416-913-1815

Phoenix Office
3336 N 32nd Street, Suite 100
Phoenix, AZ 85018
Toll Free: 1-866-213-2036
Office: 602-374-3734
Fax: 416-913-1815

Calgary Office
160 Quarry Park Blvd. SE, Ste. 300
Calgary, AB T2C 3G3
Toll Free: 1-866-213-2036
Office: 403-257-4488
Fax: 403-770-8604

Vancouver Office
666 Burrard Street, Suite 500
Vancouver, BC V6C 3P6
Toll Free: 1-866-213-2036
Office: 604-630-8701
Fax: 604-630-2471

Email: info@cardinalpointwealth.com


How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Custodian Closed Your Cross-Border Investment Account?

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?
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Copyright © 2023 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). 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.