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.
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.
Our Approach
Recognizing the importance of a patient, prudent approach, we combine innovative investment skill and knowledge with conservative planning beliefs. Cardinal Point is dedicated to meeting the needs of our clients in the areas of capital preservation, tax planning, risk management, and delivery of long-term investment returns through varying economic and market cycles.
What sets us apart
We specialize in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Our customized domestic and cross-border wealth, financial and tax planning services, as well as investment policy creation, asset allocation and portfolio management, give us the ability to oversee and advance the goals of our clients wherever they call home.
Our Commitment to You
As a client of Cardinal Point, you can enjoy the assurance that comes with having a team of experienced, multidisciplinary professionals working with you to build a comprehensive wealth plan tailored to your unique needs and focused on creating long-term value.
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OUR RECENT PUBLICATIONS
The Key
My typical days the last 16 years may involve some combination of reading the latest academic research paper, running different scenarios of minor adjustments to a model portfolio or keeping tabs on the newest investment vehicles available to clients- all in the hopes of trying to eek out a few extra basis points of return. When this far in the weeds, it can be easy to forget the reasons we invest our money in the first place.
Health Insurance Options for Seniors Moving to the U.S.
One of the most important considerations for Canadians moving to the U.S. is health insurance. Coverage in the U.S. can be expensive, especially for those with pre-exisiting conditions. Find out how long it would take you to qualify for Medicare and what some of your other health care options are in the U.S.
