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.
Note that your privacy is important to Cardinal Point Wealth Management. Once the form has been submitted, a Cardinal Point representative will contact you. No information will be released to any unrelated third party.
In our experience, those individuals that are a good fit for our firm’s services have the following characteristics:
- At least $1M of investable assets and/or a net-worth greater than $2.5M
- Wish to delegate their financial planning, investment management and tax planning requirements to a team of cross-border planning professionals
- Strive to develop a long-term working relationship with a trusted advisory team
- Comfortable communicating via email, phone and the internet.