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 ensure 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
The Key
My typical days the last 16 years may involve some combination of reading the latest academic research paper, running different scenarios of minor adjustments to a model portfolio or keeping tabs on the newest investment vehicles available to clients- all in the hopes of trying to eek out a few extra basis points of return. When this far in the weeds, it can be easy to forget the reasons we invest our money in the first place.
Health Insurance Options for Seniors Moving to the U.S.
One of the most important considerations for Canadians moving to the U.S. is health insurance. Coverage in the U.S. can be expensive, especially for those with pre-exisiting conditions. Find out how long it would take you to qualify for Medicare and what some of your other health care options are in the U.S.
