Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
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    • Cross Border Wealth Management, Financial and Tax Planning Advisor
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    • 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.
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    • 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
  • 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

Matt Carvalho, Chief Investment Officer

Matt Carvalho

Matt Carvalho is the Chief Investment Officer at Cardinal Point where he oversees the firm’s investment management process, philosophy, people and strategies for our U.S. and Canadian based clients. Matt Carvalho has worked in the financial services industry for over 15 years serving both individual and institutional investors. Prior to joining Cardinal Point, Matt was Vice President, Portfolio Strategy for a California-based turnkey asset management provider (TAMP) firm with over $17 billion under management. While there, he was a member of a six person investment committee that included Nobel Prize (Economics) winner Dr. Harry Markowitz and Dr. Meir Statman, expert on behavioral finance. Previous roles included management of institutional size fixed income trades and monitoring for a bank as well as active trader and retirement planning support for a brokerage firm. Socially Responsible and Sustainability investing mandates are additional areas of experience. Matt has actively participated in conference speaking engagements and writing with an educational focus for investors. He received his Bachelor of Science from University of the Pacific in 2003, obtained his Chartered Financial Analyst (CFA) designation in 2007, and his Certified Financial Planner (CFP®) designation in 2012.

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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.