PRIVATE WEALTH SERVICES FOR U.S. RESIDENTS
Cardinal Point builds personalized, comprehensive and tailored wealth plans for residents of the U.S.
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 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.
How We Help
Investment Management
Cardinal Point provides personally tailored investment management services for clients with Canadian and U.S. investment accounts. Investment strategies are customized to our clients’ risk tolerance and goals and then we work to fully integrate them into their tax, financial and estate planning initiatives.
Wealth Planning
Our financial planning service combines our investment management process with your short- and long-term objectives, your exposure to risk, and your tax planning and estate planning considerations.
Tax Planning and Preparation
Our tax planning initiatives are fully integrated with our clients’ investment, financial and estate planning strategy. This coordinated approach to wealth management streamlines the financial planning process and helps our clients ensure lasting wealth for today, tomorrow and generations to come.
OUR RECENT PUBLICATIONS
Advanced Cross-Border Estate Planning for Multi-Generational Families
In today’s dynamic estate planning landscape, affluent families—particularly those with cross-border ties between Canada and the U.S.—must navigate both opportunity and complexity. While tax law provides powerful tools for wealth transfer, effective estate planning requires more than legal documents. It demands foresight, communication, and alignment across generations. For families with U.S. or Canadian citizenship, U.S.-situs [...]
Featured in the National Post: Kris Rossignoli on Why More Canadian Millionaires Are Eyeing Life Abroad
Kris Rossignoli, Senior Private Wealth Manager at Cardinal Point Wealth Management, is featured in the National Post discussing a rising trend among Canada’s wealthy: the growing interest in relocating abroad. According to a new survey, 28% more Canadian millionaires are now considering emigration compared to the last federal election. This shift is largely attributed to [...]
Section 899 – What Canada’s Wealthiest Investors Need to Know About the Proposed U.S. Retaliatory Tax
For affluent Canadians with significant U.S. investments—whether in real estate, public markets, or U.S. retirement plans—proposed changes to U.S. tax law could quietly and significantly erode your after-tax returns. Under a new legislative proposal—Section 899 of the Internal Revenue Code—the U.S. may impose penalty taxes on residents of foreign countries that it deems to be [...]