Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
  • 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
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning
    • 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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Dan Walkow, Chief Investment Officer & Portfolio Manager

Dan Walkow Dan Walkow is the Chief Investment Officer and Portfolio Manager at Cardinal Point Capital Management Inc. Entering the investment industry in 1979, Dan has over 30 years of experience advising and managing clients and industry professionals where he served as a VP, Branch Manager and Portfolio Manager at RBC Dominion Securities and BMO Nesbitt Burns. Graduating from the Athol Murray School of Notre Dame, Dan went on to earn his Bachelor of Commerce at the University of Saskatchewan where he majored in Finance. Over the course of his career, Dan has earned numerous investment industry accreditations in Canada and the United States. He is a Chartered Financial Analyst, a Chartered Market Technician and a Fellow of the Canadian Securities Institute. Dan served as President of the College of Commerce Students Society at the University of Saskatchewan, served as a Regional Representative in British Columbia to the Investment Industry Regulatory Organization of Canada (IIROC) and was a founding member of the Vancouver Chapter of the Canadian Society of Technical Analysts.

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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.