PRIVATE WEALTH SERVICES FOR CANADIAN RESIDENTS
Cardinal Point builds personalized, comprehensive and tailored wealth plans for residents of Canada
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.
OUR RECENT PUBLICATIONS
Terry Ritchie in Podcast: Tax Implications for Americans Living in Canada
Canada – Can I Deduct Home Office Expenses During COVID-19?
Have you been working from home as a result of a stay-at-home order in your area during the COVID-19 pandemic? If
so, you may be able to deduct related expenses from your 2020 Canadian personal income tax return. In this article, we
will discuss specific qualifying conditions that must be met as well as eligible expenses and necessary supporting
documentation.
Silver Linings – Financial Planning Opportunities During the Coronavirus Turmoil
As the old saying goes, every cloud has a silver lining. While the past month has brought the steepest stock market correction in history along with unprecedented volatility, it has also created a number of positive opportunities for Cardinal Point clients. In this article, we’ll take a look at a few metaphorical silver linings including why our current economic environment is prime time for tax-loss harvesting, mortgage refinancing, and currency conversion.