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
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