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Currency Exchange

OFX Foreign Exchange Transfers

Seize the opportunity to receive competitive foreign currency exchange rates as a Cardinal Point client. Competitive Forex and transfer services are available via OFX as well as Cardinal Point’s custodial platform. Please contact us to discuss your unique cross-border circumstances and to learn more about the following:

  • Competitive CAD/USD currency exchange rates via our relationship and institutional pricing model
  • Cash flow optimization with respect to CAD/USD income streams
  • Currency risk management
  • Additional Forex options for global currencies
  • Management of Canadian and U.S. investment accounts under an integrated platform

Cardinal Point derives no finder’s fees, commissions or other compensation for referring to OFX or within our custodial platform. Please note that Cardinal Point and OFX are completely separate and distinct entities.

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"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 three legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada and Cardinal Point Wealth Management Inc., a Canadian financial planning firm. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. 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.