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
  • 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
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Chris Rawles, Portfolio Manager

Chris Rawles Cardinal Point

Chris Rawles is a Portfolio Manager at Cardinal Point and has over 20 years of experience in the financial industry, previously as a co-founder of RT Mosaic Wealth Management, and, before that, working for a leading major financial institution. Chris focuses on giving clients an unbiased wealth management experience and to ultimately make a positive impact in their lives. Chris is a finance graduate, obtaining his Bachelor of Management from the University of Lethbridge. In addition, he is a holder of the Certified Financial Planner (CFP) designation, Registered Financial Planner (R.F.P.) designation and Chartered Investment Management (CIM) designation. Chris specializes in providing discretionary portfolio management, comprehensive financial planning, estate planning, retirement analysis and tax planning to his clients. Chris has enjoyed volunteering for Junior Achievement, participating in their Investment Strategies Program which is a learning opportunity for Grade 8 students to explore the ways in which people save and invest for their future. Chris was also recently named a 2018 and 2019 finalist for the “Multi-Service Advisor of the Year” award and the 2019 finalist for “Portfolio/Discretionary Manager of the Year” through Wealth Professional, Canada’s leading industry resource for the financial services industry. Chris was also named one of the top 50 advisors in Canada for Wealth Professional Canada’s 2019 rankings.

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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 © 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.