Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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    • Our Story
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  • 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
    • Indigenous Wealth Services
  • Cross-Border Services
    • Cross-Border Wealth Management, Financial and Tax Planning Advisor
    • Cross-Border Financial Planning
    • Cross-Border Tax Planning
    • Cross-Border Estate 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
  • Blog
  • 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
    • Indigenous Wealth Services
  • Cross-Border Services
    • Cross-Border Wealth Management, Financial and Tax Planning Advisor
    • Cross-Border Financial Planning
    • Cross-Border Tax Planning
    • Cross-Border Estate 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
  • Blog

Jeff Adema, Portfolio Manager

adema jeff

Jeff Adema is a Portfolio Manager. As a CFP® he practices proactive wealth management in a conflict-free environment at Cardinal Point. Prior to Cardinal Point he spent nine years in the U.S. financial planning industry managing affluent clients’ financial affairs. He walks his clients through wealth accumulation, protection/preservation and tax-efficient distribution of their assets maximizing what goes to them / heirs and minimizing what is paid in taxes. Working as a teacher in his former life, he sees the value education brings when assessing the present and planning through issues for the future. Combining the financial acumen with education allows him to pinpoint current weaknesses, offer strategies and suggestions to address cross-border financial issues and solidify a financial plan. He values the opportunity to patiently coach using ideas that cut to the core of his clients’ needs, cultivating financial harmony in their families and businesses. He is passionate about the cross-border wealth management space as he and his wife have lived in this arena. Jeff can relate to those individuals working through the various facets that are unique to this lifestyle. He gets excited by the opportunity to partner with clients as they work through issues such as immigration, customs, income tax, cash management, risk management, retirement and estate planning.

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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 Planning
  • Cross-Border Transition Planning
  • Cross-Border Tax Planning
  • Cross-Border Estate Planning
  • Cross-Border Investment Management
  • 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?
  • Part 3 Form CRS

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.