Thank You for Your Interest in Cardinal Point
Let’s Get Acquainted
Now that you have shared a little about yourself, we would like to tell you why clients partner with us.
Why Choose Cardinal Point?
Whether you are going through a cross-border transition, planning for retirement or simply dissatisfied with your current domestic or cross-border investment and financial plan, we are here to provide personally tailored advice and guidance.
Cross Border Wealth Management
At Cardinal Point, our Canada-U.S. cross-border financial advisors provide investment and financial planning advice on both sides of the border. Our expertise, credentials and unique registrations allow us to seamlessly manage your entire cross-border financial situation.
At Cardinal Point, our Canada-U.S. cross-border financial advisors provide investment and financial planning advice on both sides of the border. Our expertise, credentials and unique registrations allow us to seamlessly manage your entire cross-border financial situation.
Investment Philosophy:
At the core of Cardinal Point is a rigorous, time-tested investment approach. It is our belief that our clients are best served by disciplined security selection, appropriate diversification, a measured amount of risk, and long-term focus.
At the core of Cardinal Point is a rigorous, time-tested investment approach. It is our belief that our clients are best served by disciplined security selection, appropriate diversification, a measured amount of risk, and long-term focus.
Fee-only Compensation:
Cardinal Point is a fee-based advisory firm, meaning we do not receive commissions or compensation from any investment solutions that we recommend for our clients. This transparent, conflict-free client engagement philosophy allows us to provide advice that is always in the best interest of our clients.
Cardinal Point is a fee-based advisory firm, meaning we do not receive commissions or compensation from any investment solutions that we recommend for our clients. This transparent, conflict-free client engagement philosophy allows us to provide advice that is always in the best interest of our clients.
There is no “one size fits all” cross-border financial planning and investment strategy. Therefore, it is important to partner with a qualified cross-border wealth management team of tax, legal and investment professionals who take the time to understand your situation and provide you with customized solutions.