Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • 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 Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • 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
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • 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 Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • 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

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.

Cross-Border Links

  • Americans Living in Canada
  • Moving to Canada from the U.S.
  • Canadians Living in the U.S.
  • Moving to the U.S. from Canada
  • Partnering with Professional Advisors
  • Expatriates Living Abroad
  • Tax Planning
  • Currency Exchange
Manage Your Canada-U.S. Cross-Border Lifestyle
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Learn how Cardinal Point can help when holding investment assets or financial interests in the U.S. or Canada.


Foreign Exchange Strategies
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With a volatile CAD-USD foreign exchange rate, learn best practices to follow when converting funds.

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
  • Business Management for Athletes

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 © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US 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 Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.