OUR CLIENTS
Cardinal Point specializes in assisting affluent individuals and families living in Canada and the U.S., Canadians moving the U.S., Americans moving to Canada as well as Canadian and U.S. expats living abroad, with their investment management, tax, financial and cross-border wealth planning requirements.
OUR CLIENTS
Cardinal Point specializes in assisting affluent individuals and families living in Canada and the U.S., Canadians moving the U.S., Americans moving to Canada as well as Canadian and U.S. expats living abroad, with their investment management, tax, financial and cross-border wealth planning requirements.
Wealth Management for a Full Spectrum of Needs
We pride ourselves in offering the following advantages:
- Fiduciary Standard: Our professionals operate under the highest standard of care in the financial services industry.
- Independence: Clients benefit from access to a non-proprietary, conflict-free platform.
- Transparency: Our fee-only compensation structure is openly disclosed.
- Collaborative Approach: Our team of multidisciplinary professionals includes Certified Financial Planners® (CFP® Canada & US), Canadian and U.S. Chartered Accountants (CPA), Chartered Financial Analysts (CFA), and tax attorneys (Esq).
- Investment Expertise: We subscribe to a disciplined, tax-efficient and cost-effective investment approach.
- Holistic Financial Planning: Clients are profiled to learn about their values, goals, income, balance sheet, investments, insurance, and employee benefits, as well as all retirement, tax, education, and estate planning requirements.
- Integrated Cross-Border Financial Planning: We have a suite of personalized Canada-U.S. cross-border investment, financial and tax planning solutions.
- Client Service and Professionalism: Our practitioners are committed to service excellence.
OUR RECENT PUBLICATIONS
Ten Reasons Why Working with One Financial Advisor Is Better Than Two
It may be tempting to consider splitting your investment assets between two advisors. You may be surprised, though, by how many good reasons there are to not do so. This is particularly true for people living a cross-border lifestyle; keeping a home country advisor when you move increases reporting requirements, the number of tax filings, and, possibly, tax liability…
Cross-border Canadian Departure Checklist when moving to the U.S. Ebook
Before Canadians become permanent residents of the U.S., it is important to understand and prepare for the significant differences between these countries as to cross-border financial planning. Mistakes and missed deadlines in these matters can be costly. There are many considerations. Some are obvious, but many are not.
Kris Rossignoli featured in a Financial Post Article, “Getting remarried? Here are some…” | Canada US Border Tax
New Article featuring Kris Rossignoli, Canada US Border tax or Cross-Border Tax and Financial Planner on the Financial Post, "Getting remarried? Here are some tough money talks to have before saying 'I do'" Your relationship with finances can affect your personal relationships in complex ways, and this is never more so than when getting remarried. [...]