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

John Rice, Senior Portfolio Manager

John Rice

John Rice is Senior Portfolio Manager at Cardinal Point where he provides comprehensive investment management and financial planning strategies for his clients. John is a member of the Cardinal Point investment committee and contributes to the firm’s investment policy for the U.S. and Canadian clients. John is the Past President of the CFA Society of South Florida and served four years on the board of CFA South Florida while living and working in Boynton Beach, Florida. He also taught economics and quantitative analysis in the Chartered Financial Analyst® preparatory programs at Florida Atlantic University in Boca Raton, Florida. John currently works out of our Phoenix, Arizona office.

John has been quoted in SmartMoney, MarketWatch, and Research magazines, as well as other publications. Past speaking engagements include the Financial Planning Association’s Gold Coast Chapter, Vistage International, and investment conferences with Markets Group, The Family Office Club, and Information Management Network. He has been helping individuals and families achieve their financial goals for over 25 years.

John received his Bachelor of Science degree in Psychology from University of Arizona in 1989, his Master of Business Administration from Arizona State University in 1997, obtained his Chartered Financial Analyst (CFA) designation in 2007, and his Certified Financial Planner (CFP®) designation in 2000. He is a member of the Financial Planning Association and CFA Institute.

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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
  • 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
  • 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.