Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning
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Katrina Florendo, Senior Client Relationship Manager

Katrina Cardinal Point

Katrina Florendo is a Senior Client Relationship Manager at Cardinal Point where she prides herself on delivering a high-level client experience. Katrina is responsible for opening and administering our clients’ investment accounts. She liaises with our financial planners, relationship managers and custodians, coordinates the execution of account documentation, processes cash transfers and otherwise ensures our clients’ service needs are met.

Before joining Cardinal Point, Katrina was an assistant to several Financial Consultants at IG Wealth Management. In addition, she has held several research and administration positions at the University of Toronto, the Centre for Addiction and Mental Health, St. Michael’s Hospital, and the City of Toronto.

Katrina earned her Honours Bachelor of Science Degree with High Distinction in Psychology and Sociology at the University of Toronto. She has volunteered with the Dunlap Institute for Astronomy and Astrophysics and has been a responder with the Canada Suicide Prevention Service and other suicide lines since 2013. She has earned two internationally recognized certificates in suicide prevention and alertness (ASIST and safeTALK).

Katrina is a committed martial artist and has earned a Black Belt in Tae Kwon Do, a Brown Belt 1st Kyu in JKA Shotokan Karate, a Red Sash in Northern Shaolin Kung Fu and has also trained in Kick Boxing, Aikido, Jiu Jitsu and Krav Maga.

She has two teenage children who are awesome, hilarious, and messy.

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Our Story

Cardinal Point is an independent cross-border wealth management firm with offices in both the U.S. and Canada. We focus on providing personalized investment, estate, tax and cross-border financial planning solutions to affluent individuals and families.

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How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Custodian Closed Your Cross-Border Investment Account?

Videos & Social Media

  • Americans in Canada: Investment Basics
  • Americans Selling Canadian Homes Face Tax Issues
  • Does it make financial sense to renounce your U.S. citizenship?
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Copyright © 2022. Cardinal Point Wealth Management Partners, LLC and Cardinal Point Capital Management ULC All Rights Reserved.

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.