Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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Private Wealth Services for Residents of U.S.

PRIVATE WEALTH SERVICES FOR U.S. RESIDENTS

Cardinal Point builds personalized, comprehensive and tailored wealth plans for residents of the U.S.

Let’s Talk

Private Wealth Services for U.S. Residents

Cardinal Point builds personalized, comprehensive and tailored wealth plans for residents of the U.S.

Let’s Talk
Private Wealth client

At Cardinal Point, we work with individuals and families who have made a commitment to excellence and expect it from others. Our clients seek a long-term relationship with a trusted wealth planner who fully understands their situation and goals. These affluent individuals and families grasp the importance of diversifying their investment portfolios, establishing a lasting family legacy, and seeking a more effective and fulfilling method for managing their wealth.

We realize that our clients are faced with a range of financial responsibilities and opportunities throughout their lives and their careers. With our guidance and a disciplined approach to wealth management, we help our clients have lasting wealth for today, tomorrow and generations to come.

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.

U.S. 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

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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John McCord, Cross-Border Financial Advisor

Cross-Border Financial Planning for Canadians Living in the U.S.: Insights from John McCord

Are you a Canadian living, working, or planning to retire in the United States? Managing income, investments, retirement savings, and taxes across two countries involves navigating complex financial systems, but with the right guidance, it is possible to achieve clarity and success. With over 800,000 Canadians residing in the U.S., cross-border financial planning plays a [...]

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