Cardinal Point provides personally tailored investment management services for clients with U.S. and Canadian investment accounts. Investment strategies are customized to our clients’ risk tolerance and goals and then we work to fully integrate them into their tax, financial and estate planning initiatives.
Not all Cross-Border Advisors are legally licensed nor have the experience in managing assets on both sides of the border. Our team of specialist and industry renowned thought-leaders, have the experience to guide you through the most complex tax and financial planning situations.
Your privacy is important to Cardinal Point Wealth Management. No information will be released to any unrelated third party. Once the form has been submitted, a Cardinal Point representative will contact you.
In our experience, those individuals or families that are a good fit for our firm’s services exhibit the following characteristics:
- Strive to develop a long-term working relationship with a trusted advisory team
- Desire to delegate and integrate their:
- portfolio management ($1M+ of investable assets), financial and tax planning requirements to a team of wealth planning professionals OR
- investment management only ($500K+)
