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Cross-Border Wealth Management Articles

Cross-Border Wealth Management Articles

Terry Ritchie featured in The Insurance & Investment Journal article, Managing Cross-Border Clients
Moving to a Green Card Calls for Financial Planning
Press Release: Cardinal Point Wealth Management Inc. Acquires Seabank Capital Management Inc.
Terry Ritchie joins the firm as Director, Cross-Border Wealth Services
Canadian Expat Network Profile of Jeff Sheldon
Canadian Snowbirds Present Opportunities—and Pitfalls—for Advisers
Advisors Without Borders
Cardinal Point Establishes Cross-Border Wealth Management Firm
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"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.