CARDINAL POINT

Cardinal Point is a cross-border wealth management firm that specializes in working with Americans who are permanently or temporarily living in Canada. We provide integrated Canada-U.S. investment management, financial planning, tax planning and estate planning services.
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.