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

cross border financial planning U.S. Elections

How the U.S. Election Affects Cross-Border Clients: Insights from Kris Rossignoli

In the wake of the U.S. presidential election, cross-border tax, and financial planner Kris Rossignoli shares critical insights into the evolving financial landscape for individuals navigating U.S.-Canada tax complexities. With potential extensions to the 2017 U.S. tax cuts under President-elect Donald Trump, Rossignoli notes significant considerations for cross-border clients, particularly around lifetime gift tax exemptions [...]

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CP Video of Politics and Financial Plan

Video: Politics and Your Financial Plan Website

In the engaging "Politics and Your Financial Plan" webinar hosted by Cardinal Point Wealth Management, viewers gain essential insights into the interplay between current economic trends and political developments, and how these factors shape investment strategies. Moderated by Matt Carvalho, Chief Investment Officer, the session features financial experts Terry Ritchie, Vice President & Private Wealth [...]

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estate planning thumb

Estate Planning – The Other Side

Estate Planning: Why signed legal documents are not enough. The Challenge Often when a loved one becomes incapacitated or dies, there are two tragedies. The first one is obvious. The second one isn’t: it’s incomplete estate planning. Many tragedies in estate planning stem from one hard truth: a set of signed legal documents is NOT [...]

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