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Cardinal Point Wealth Management

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What We Do

Investment Management
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Cross-Border Financial & Tax Planning

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Canadians in California
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Canadian and U.S. Expat Tax Planning
Wealth Management for U.S. Citizens in Canada
Custodian Closed Your Cross-Border Investment Account?

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Americans in Canada: Investment Basics
Americans Selling Canadian Homes Face Tax Issues
Does it make financial sense to renounce your U.S. citizenship?

Copyright © 2019. Cardinal Point Wealth Management, LLC, Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management Inc. All Rights Reserved.

"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 three 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 and Cardinal Point Wealth Management Inc., a Canadian financial planning firm. 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.