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