Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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    • Cross Border Wealth Management, Financial and Tax Planning
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  • Blog
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
  • 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
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning
    • 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

Contact Us

Thank you for your inquiry. Your privacy is important to Cardinal Point Wealth Management. No information will be released to any unrelated third party. Once the form has been submitted, a Cardinal Point representative will contact you.

In our experience, those individuals that are a good fit for our firm’s services have the following characteristics:

  • At least $1M of investable assets and/or a net-worth greater than $2.5M
  • Wish to delegate their financial planning, investment management and tax planning requirements to a team of cross-border planning professionals
  • Strive to develop a long-term working relationship with a trusted advisory team
  • Comfortable communicating via email, phone and the internet.
Connect with Cardinal Point
How can we help you?: Referred by?:

Palm Beach Office
2255 Glades Road, Suite 324A
Boca Raton, FL 33431
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Orange County Office
19200 Von Karman Ave., Suite 600
Irvine, California 92612
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Toronto Office
1243 Islington Avenue, Suite 903
Toronto, ON M8X 1Y9
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Phoenix Office
3336 N 32nd Street, Suite 100
Phoenix, AZ 85018
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Calgary Office
160 Quarry Park Blvd. SE, Ste. 300
Calgary, AB T2C 3G3
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cardinalpoint-email

cardinalpointwealth

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 © 2022. Cardinal Point Wealth Management Partners, LLC and Cardinal Point Capital Management ULC All Rights Reserved.

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. 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 the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.