Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • What We Do
    • Investment Management
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    • Moving to the U.S. from Canada
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  • 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
  • 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

Matthew Zienty, Chief Compliance Officer

Matt Zeinty

Matthew Zienty is the Chief Compliance Officer at Cardinal Point where he oversees the compliance departments for our U.S. and Canadian based firms. Matt has worked in the financial services industry for over 20 years serving both institutional and retail investors. He started his career on the institutional trading desk at Deutsche Bank Alex Brown in Baltimore working with some of the largest money managers in the world. Matt continued his career with AIG Financial Advisors as a Regional Manager responsible for the Supervision of over 45 offices in approximately 20 states. He left AIG Financial Advisors to work for their largest client and assume the role of Vice President, Chief Compliance Officer where he was responsible for the development and implementation of a robust and comprehensive compliance and risk management program. Matt was selected by AIG Financial Advisors executive leadership team to serve on the AIG Financial Advisors Management Advisory Committee and Subcommittee for Compliance, a role he performed for 2 years. Prior to joining Cardinal Point, Matt was the Chief Compliance Officer for Keats, Connelly and Associates LLC and KeatsConnelly ULC. Matt received his Bachelor of Science in Justice Studies from Arizona State University and currently holds the Investment Adviser Certified Compliance Professional (IACCP) designation (U.S.), Chief Compliance Officers Qualifying Exam and New Entrants Exam (Canada). Matt has also held the Series 3, 4, 7, 24, 34, 53, 63 & 66 licenses.

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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.