INVESTMENT MANAGEMENT
Cardinal Point provides personally tailored investment management services for clients with U.S. and Canadian investment accounts. Investment strategies are customized to our clientsâ risk tolerance and goals and then we work to fully integrate them into their tax, financial and estate planning initiatives.
Investment Management
Cardinal Point provides personally tailored investment management services for clients with U.S. and Canadian investment accounts. Investment strategies are customized to our clientsâ risk tolerance and goals and then we work to fully integrate them into their tax, financial and estate planning initiatives.
Professionally Managed
The firmâs Investment Philosophy is molded by the Cardinal Point Investment Committee, a group of five investment professionals with over 100 years of combined investment management experience. Committee members hold numerous industry credentials, including CFA, CFP, CIM, CIWM, and FCSI designations. The Committee meets formally on a quarterly basis to review all aspects of the investment management process.
Investment Philosophy
Our Investment philosophy guides an investment management process comprised of three key components: Discovery of your risk tolerance & capacity, formation of a customized asset allocation, and implementation of that allocation across multiple currencies and jurisdictions.
A Transparent Investment Strategy
Cardinal Point adheres to a transparent investment philosophy in which our clientsâ interests are always put first. As a fee-based firm, we do not invest our clientsâ assets in investment products that directly compensate our firm through hidden commissions, trailer fees or 12b-1 fees. We feel these products can create a conflict of interest between the advisor and client. Instead, our investment committee puts an emphasis on investment process and researching best-in-class investment solutions for our clients. To help further protect our clientsâ assets, all investment accounts are held and safeguarded through third-party custodians.
Managing Money Across Borders
Cardinal Point through its portfolio management company, Cardinal Point Capital Management, has the ability to manage integrated investment portfolios that include accounts in Canada and the U.S. A significant portion of our clientele has resided and been employed in both Canada and the United States, amassing assets and investment portfolios in both nations. Finding a financial advisor capable of managing these cross-border investment accounts can be quite challenging. Consequently, numerous individuals have had to engage separate advisors on each side of the border to address their financial needs. At Cardinal Point, we create and oversee integrated cross-border investment portfolios that include all types of accounts in both Canada and the U.S.
OUR RECENT PUBLICATIONS
Kris Rossignoli featured in The Globe and Mail – Cross-Border Financial Uncertainty Amid U.S. Trade War
Kris Rossignoli, Senior Private Wealth Manager at Cardinal Point Wealth Management, is a leading voice in cross-border financial planning, guiding clients through rising uncertainty as the U.S. trade war intensifies. Featured in The Globe and Mail article “Five questions cross-border experts are facing as trade war escalates,” Rossignoli offers expert insights into the growing concerns of his clients with ties across the U.S.-Canada border.
