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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.