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 Value of Diversification Looking Towards 2022
Financial planning doesn’t come with a crystal ball. No one—not even the best investment consultant—can say with absolute certainty how the market will move over a given period of time. We can, however, make predictions based on historical trends while diversifying the portfolios we manage in such a way as to capitalize on possible growth and mitigate potential loss. Learn more about how we do so in this article and explore our vision for the coming year.
