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
Canadian ‘Change of Use’ Rules for Cross-Border Real Estate
When our clients move from Canada to the U.S. or vice versa, they often leave real estate behind. While some choose to sell their former residence, others want to convert it into a rental property. Whichever action they take, tax considerations must be made. Learn more about the Canadian ‘change of use’ rules that should influence these decisions in this article.
