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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Mary Daley, Portfolio Manager

Mary Daly

Mary Daley has worked in the financial services industry since 1994 and joined Cardinal Point in 2018, to provide disciplined, long-term investment management, cross border and wealth planning strategies that enable affluent individuals to focus on their families, careers and hobbies.

Before Cardinal Point, she spent 12 years with Investors Group Securities Inc. as a Wealth Planning Specialist. In this role, she worked with Investors Group consultants and clients to ensure that financial plans properly incorporated investments in stocks, bonds, and ETFs in addition to mutual funds managed by external fund managers.

Mary also worked in progressive roles at Assante Capital Management Ltd. for more than a decade, with a focus on high net worth ($1 million +) clients and managed portfolio programs. She worked directly with clients in a full service practice, developed financial plans, organized marketing initiatives, and supervised the administrative team supporting the practice.

She holds an MBA from the Schulich School of Business, York University, as well as an Honours Bachelor of Arts degree from the University of Waterloo. Mary has obtained the designations of Certified Financial Planner (CFP), Chartered Investment Manager (CIM) as well as the Fellowship of the Canadian Securities Institute (FCSI) and the Certified International Wealth Manager (CIWM) designations.

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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.