Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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Private Wealth Services for Residents of Canada

PRIVATE WEALTH SERVICES
FOR CANADIAN RESIDENTS

Cardinal Point builds personalized, comprehensive and tailored wealth plans for residents of Canada.

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PRIVATE WEALTH SERVICES FOR CANADIAN RESIDENTS

Cardinal Point builds personalized, comprehensive and tailored wealth plans for residents of Canada

Let’s Talk
Private Wealth Clients

At Cardinal Point, we work with individuals and families who have made a commitment to excellence and expect it from others. Our clients come to us for a variety of reasons: the expertise of our investment management services; the integration of their tax, retirement, and estate plans; and the simplicity we bring to their complex financial lives.

We understand that your family, your values, your interests and your philanthropy are all connected. That’s why we use a comprehensive, personalized financial planning approach to build, preserve and manage your wealth.

As a client of Cardinal Point, you can enjoy the assurance that comes with having a team of experienced professionals working with you to build a comprehensive wealth plan that is focused on creating long-term value — and delivered with a personalized approach that is tailored to your needs.

Canadian Private Wealth Services are best suited for families with more than $1 million of investable assets.

US/Canada Investment Accounts

Investment accounts in Canada and the U.S.?

Our team manages assets in both countries
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Goal Based Investment Strategies

Goal-based Investment Strategies

Get a complimentary review of your portfolio
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OUR RECENT PUBLICATIONS

Canadian Registering in America

“Papers, please.”− Many Canadian Visitors Must Now Register with US Immigration

It is the end of an era. Pursuant to a January 20 presidential executive order, the US is changing the rules for foreign nationals, including some Canadian snowbirds, who enter the US as visitors without visas. Who must register: Beginning April 11, the following visitors without visas (including infants) who are not otherwise exempt must [...]

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Canada US flags, cross-border financial decisions

Kris Rossignoli Featured in The Globe and Mail on the Hidden Costs of U.S. Redomiciling

In the article, Rossignoli offers expert commentary on the financial, tax, and immigration challenges Canadian companies face when considering relocating operations to the U.S.

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Canada US cross-border

Kris Rossignoli featured in The Globe and Mail – Cross-Border Financial Uncertainty Amid U.S. Trade War

Kris Rossignoli, Senior Private Wealth Manager at Cardinal Point Wealth Management, is a leading voice in cross-border financial planning, guiding clients through rising uncertainty as the U.S. trade war intensifies. Featured in The Globe and Mail article “Five questions cross-border experts are facing as trade war escalates,” Rossignoli offers expert insights into the growing concerns of his clients with ties across the U.S.-Canada border.

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