PRIVATE WEALTH SERVICES FOR U.S. RESIDENTS
Cardinal Point builds personalized, comprehensive and tailored wealth plans for residents of the U.S.
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 high net-worth individuals and families understand the need to diversify their investment portfolios, create a family legacy, and find a more efficient and satisfying approach to 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.
OUR RECENT PUBLICATIONS
Moving to Canada Amidst COVID-19
At present, only Canadian citizens or permanent residents of Canada are permitted to enter the country. If you’re planning to move to Canada during this pandemic, you’ll need dual citizenship or to travel as the immediate or extended family member of a Canadian citizen. You’ll also have to follow specific protocols before and after entry into the country
An Alternative Cross-Border Lifestyle
Scott and Marie McFarland lived and worked in Canada for many years as well as in the U.S. for a time. They eventually retired to the United States, choosing the Sun Belt as their home. The McFarlands are not wealthy. However, they will gladly tell you that they feel rich.
Canada Non-Resident Planning: A Guide to Retirement Account Unlocking
Canada Non-Resident Planning: A Guide to Unlocking Your Retirement Account
Are you a former Canadian resident with a Canada-based retirement account or pension? If so, and you’ve permanently departed the country, you may be able to unlock these retirement savings. In this blog post, we’ll explore the various provincial rules surrounding this opportunity.