Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

Contact Us | Client Login
  • 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
  • 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
  • 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

Wealth Planning

At Cardinal Point, our full range of financial planning strategies can help you build a clear roadmap for the future that is guided by both your current financial situation and your aspirations.

Comprehensive Wealth Planning Services

We start by helping you define and quantify your financial goals and then create a practical, step-by-step plan to help you reach them. Our financial planning service combines our investment management process with your short- and long-term objectives, your exposure to risk, and your tax planning and estate planning considerations. Your personalized financial plan can include specific planning services such as:

  • Asset and liability analysis
  • Net worth statements and forecasting
  • Cash flow and budget planning
  • Health, life, and property insurance review
  • Will review
  • Business continuity review
  • Analysis of tax and investment structures
  • Risk management analysis
  • Cross-border financial planning and investment oversight
  • Trust and charitable structure recommendations
  • Education funding
  • Charitable bequest planning
  • Offshore planning
  • U.S. and Canadian estate planning and cross-border taxation issues

A Total Wealth Planning Process

Through a highly collaborative process, we develop multiple life scenarios so that you can better understand the financial implications of your choices. We work in concert with all of your advisors, including your tax, accounting and legal professionals, to help integrate a total plan with measurable goals and expected outcomes. Once your plan is finalized, we work with you to implement it, and then monitor and measure results so that necessary adjustments can be made.

As with any investment plan, your financial plan should be reviewed periodically and at any time a significant event happens in your life. After all, the purpose of financial planning is to identify and prepare for life’s changes through careful planning and analysis.

Wealth Planning Links

  • Philanthrophy
  • Generational & Family Planning
  • Cardinal protect renters insurance – Risk Management
  • Tax Planning
Comprehensive financial planning
canada-us-slim
Learn how a Canada-U.S. cross-border financial plan can benefit you.


A holistic approach
holistic approach
We can handle all of your Canada-U.S. investment management, tax, estate and financial planning needs

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

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?
    BrightScope Cardinal Point Twitter Cardinal Point Google Plus Cardinal Point Facebook Cardinal Point LinkedIn Cardinal Point
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.