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
Environmental, Social, and Corporate Governance Investing
Would you like to align your investments with your personal views? If so, ESG investing—also known as socially responsible investing or impact investing—may be for you. In this blog post, we’ll take a brief look at recent growth in this investing model as well as the various factors evaluated within it.
Moving to Canada Amidst COVID-19
At present, only Canadian citizens or permanent residents of Canada are permitted to enter the country. If you’re planning to move to Canada during this pandemic, you’ll need dual citizenship or to travel as the immediate or extended family member of a Canadian citizen. You’ll also have to follow specific protocols before and after entry into the country
An Alternative Cross-Border Lifestyle
Scott and Marie McFarland lived and worked in Canada for many years as well as in the U.S. for a time. They eventually retired to the United States, choosing the Sun Belt as their home. The McFarlands are not wealthy. However, they will gladly tell you that they feel rich.