INDIGENOUS WEALTH SERVICES
Cardinal Point provides comprehensive advisory and investment services to Indigenous communities across Canada and the United States.
INDIGENOUS WEALTH SERVICES
Cardinal Point provides comprehensive advisory and investment services to Indigenous communities across Canada and the United States.
We work with Community Trustees and Leadership to help build strategies that assist in meeting the needs of today, without compromising the needs of future generations. We provide professional services and institutional-style investment philosophies which are uniquely available to us. This investment style is akin to some of the best endowment funds in the world, all while keeping costs low.
Trustees and Leadership will work directly with our Indigenous Portfolio Manager to ensure that the work we do focuses on the next seven generations of communities and those who live in them.
We have partnered with several indigenous-run not-for-profits and are committed to giving back to communities at a grassroots level.
Devan Legare
Portfolio Manager
Devan Legare Featured in Article About Financial Education Within the Indigenous Community
Read a new article on Wealth Professional featuring Devan Legare, portfolio manager at Cardinal Point and co-founder of the Indigenous Finance Collective, where he discusses his mission to improve networking, financial education and literacy within the Indigenous community.
Comprehensive financial planning
Learn the benefits of a Canada-U.S. cross-border financial plan.
