COMPREHENSIVE WEALTH PLANNING

  COMPREHENSIVE WEALTH PLANNING

Planning your financial future requires a thoughtful and personalized approach. Cardinal Point offers an array of services and plans that are tailored to your unique situation.


Cardinal Point is an independent Canada-U.S. wealth management group of companies created to service the sophisticated needs of high net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected.

We are dedicated to providing investment management, financial, estate and tax planning solutions to residents of the U.S. and Canada, Americans moving to Canada, Canadians moving to the U.S. and Canadian and U.S. expats living abroad.

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