Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog

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.

cardinalpointwealth-about

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
  • Business Management for Athletes

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
  • Calgary Financial Planner
  • 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 © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US 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 Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.