Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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    • Cross Border Wealth Management, Financial and Tax Planning
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Renée Bellefeuille, Private Wealth Manager

Renée Bellefeuille

Renée Bellefeuille is a Private Wealth Manager at Cardinal Point where she specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Renée advises, coordinates and monitors her clients’ cross-border and domestic financial planning requirements. Having worked within the Canada-U.S. cross-border financial planning niche since 2001, she brings a great deal of knowledge and specialized client service to her position. Renée obtained her Associate Degree in Occupational Studies from The Berkeley School, Hicksville, New York. She received the Certified Professional Retirement Coach (CPRC) ® designation in 2020, Accredited Financial Counselor (AFC) ® designation in 2018 and Certified Senior Advisor (CSA)® designation in 2013. Renée is currently pursuing her Certified Retirement Counselor (CRC®) designation through the International Foundation for Retirement Education. She is a member of the Association for Financial Planning and Education and the East Valley Committee on Aging. Renée and her husband, Paul, enjoy skiing, hiking and spending time outdoors with their golden retriever.

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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 © 2022. Cardinal Point Wealth Management Partners, LLC and Cardinal Point Capital Management ULC All Rights Reserved.

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. 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 the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.