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.

Let’s Talk

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

donating cross-border

Cross-Border Philanthropy: Key Considerations for Donors in Canada and the U.S.

Cross-border philanthropy is a growing area of interest for donors in Canada and the U.S., but navigating the tax rules, compliance requirements, and charitable structures can be challenging. Here’s a guide to the essential aspects of cross-border philanthropy, including the Canada-U.S. tax treaty, dual-qualified charities, and compliance considerations. 1. Canada-U.S. Tax Treaty and Philanthropy The [...]

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US Tax laws cross border

United States – Winter 2024-2025 Tax Highlights

Don’t cheer or panic yet. There is a barrage of news stories and social media posts about what the new Administration may or may not do with the Tax Code after Inauguration Day (January 20). It can all be a little distressing when you are trying to make long range plans, but you may not [...]

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tax 2025 canada U.S.

Canada – Winter 2024-2025 Tax Highlights

It’s that time of year again. Time to plan for family gatherings and travel. Time to set your New Year’s resolutions. Time to try and stall the swift passage of time. Unfortunately, it is also the time of year when we wait with bated breath to learn if parliament is going to pass tax legislation [...]

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