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.