Portfolio Creation

At the center of the Cardinal Point’s portfolio creation is a custom process, which is supported by our ongoing review, advice and support.

  • Our advisors review and analyze your unique financial situation through a highly consultative process. We start by determining your distinct financial goals, needs, time horizon and tolerance for risk. This process considers the complex and changing tax, regulatory and economic landscape.
  • We develop a written investment policy statement (IPS) to guide the investment process. The IPS defines your specific needs, time horizon, risk tolerance and then details the oversight Cardinal Point will provide.
  • As cross-border investment management experts, we can manage your Canadian and U.S. investments as one integrated portfolio that aligns with your unique financial situation and your long-term objectives.
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