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.

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A holistic approach

We handle all of your Canada-U.S. investment, tax, estate & financial planning needs

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OUR RECENT PUBLICATIONS

Cross-Border Philanthropy: Key Considerations for Donors in Canada and the U.S.

Cross-border philanthropy is a growing area of interest for donors in Canada and the U.S., but navigating the tax rules, compliance requirements, and charitable structures can be challenging. Here’s a guide to the essential aspects of cross-border philanthropy, including the Canada-U.S. tax treaty, dual-qualified charities, and compliance considerations. 1. Canada-U.S. Tax Treaty and Philanthropy The [...]

United States – Winter 2024-2025 Tax Highlights

Don’t cheer or panic yet. There is a barrage of news stories and social media posts about what the new Administration may or may not do with the Tax Code after Inauguration Day (January 20). It can all be a little distressing when you are trying to make long range plans, but you may not [...]

Canada – Winter 2024-2025 Tax Highlights

It’s that time of year again. Time to plan for family gatherings and travel. Time to set your New Year’s resolutions. Time to try and stall the swift passage of time. Unfortunately, it is also the time of year when we wait with bated breath to learn if parliament is going to pass tax legislation [...]

Indigenous Wealth Services