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Currency Exchange


Clients with assets on both sides of the border have frequent needs for currency conversion. Cardinal Point has partnered with CanadianForex and OFX Group Limited to offer currency conversion services that include:

  • No transaction fee regardless of size
  • Competitive and negotiated currency pricing for Canadian and US currency transactions
  • Risk management
  • Enhanced technology

Please contact a Cardinal Point Cross-Border Financial Advisor to discuss your cash management and currency conversion requirements at 866-213-2036 or click here.

For additional questions, please contact CanadianForex or OFX:  click here for Canadian Residents or click here for US Residents.

Cardinal Point, CanadianForex and OFX are three separate and distinct companies. As a fiduciary, Cardinal Point does not receive any compensation for those who utilize the services of CanadianForex and OFX.

Copyright © 2018. Cardinal Point Wealth Management, LLC, Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management Inc. All Rights Reserved.
Legal and Compliance

"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.