“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 provides specific services in particular geographic areas and is subject to the professional regulations of the particular countries in which it operates. No advice may be rendered by Cardinal Point unless a client service agreement is in place.
Cardinal Point is structured in accordance with the laws, regulations, customary practice, and other factors.
Cardinal Point Capital Management, ULC is a US SEC registered investment advisor and portfolio manager registered in the following Canadian provinces: Ontario, Quebec, Manitoba, Nova Scotia, New Brunswick, Saskatchewan, Alberta and British Columbia. Cardinal Point Capital Management, ULC provides Canadian and US portfolio management services, as well as domestic and cross-border financial planning solutions. Advisory services are only offered to clients or prospective clients where Cardinal Point Capital Management, ULC, and its representatives are properly registered or exempt from registration. The Firm Brochure, Privacy Policy and Business Continuity Plan are available upon request. Click here to view our Trade-Matching Statement. Click here to view the firm’s Form ADV Part 2A as filed with the SEC.
This website is solely for informational purposes.
Cardinal Point provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Cardinal Point is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.