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
Does the Timing of Required Minimum Distributions Matter?
The answer is a resounding yes. If you’re 72 years of age or older and need to meet the minimum distribution requirements for your qualified retirement plans each year, several factors need to be considered when determining the best time to do so. Learn more about them in this blog post.
Cardinal Point to Join Focus as a New Partner Firm, Bringing Cross-Border Tax and Wealth Management Expertise to the Focus Partnership
Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management, LLC (together, “Cardinal Point”) have entered into a definitive agreement to join the Focus partnership. The transaction is expected to close in the fourth quarter of 2021, subject to the receipt of regulatory approval and other customary closing conditions.
The British Columbia (BC) Speculation and Vacancy Tax
If you’ve been living in the US or elsewhere abroad and plan to purchase property in British Columbia in the future, you are going to encounter the SVT or BC Speculation and Vacancy Tax. Designed to address real estate affordability, the tax is imposed annually based on factors including residency status and where you derive and report your income. Learn more about the SVT and its complex cross-border implications in this article.