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Cardinal Point is an independent Canada-U.S. cross-border wealth management organization. We focus on providing personalized investment, financial and tax planning. – PowerPoint PPT presentation

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Title: cardinalpointwealth

  • Cardinal Point is an independent Canada-U.S.
    cross-border wealth management organization. We
    focus on providing personalized investment,
    financial and tax planning, and cross-border
    solutions to families, individuals, and related

Our Clients
  • Cardinal Point provides comprehensive planning
    services to affluent individuals, families, and
    corporate and trustee relationships. We
    specialize in serving residents of Canada and the
    United States, as well as Canadian and U.S.
  • We pride ourselves in offering the following
  • Fiduciary Standard Our professionals operate
    under the highest standard of care in the
    financial services industry.
  • Investment Expertise We subscribe to a
    disciplined, yet flexible investment approach.
  • Holistic Financial Planning Clients are
    profiled to learn about their values, goals,
    income, balance sheet, investments, estate
    planning requirements.
  • Integrated Cross-Border Planning Cardinal
    Point has a suite of cross-border planning
    solutions and offices located in both the U.S.,
    and Canada.

Investment Management
  • A Transparent Investment Strategy
  • Managing Money Across Borders

Cardinal Point adheres to a transparent and
conflict-free investment philosophy in which our
clients interests are always put first. As a
fee-only firm, our clients are charged a fully
disclosed and agreed-upon fee for the services
Cardinal Point has the unique registrations and
ability to manage integrated investment
portfolios that include accounts in Canada and
the United States. Many of our clients have lived
and worked in Canada and the U.S.
Wealth Planning
  • Comprehensive Wealth Planning Services
  • A Total Wealth Planning Process
  • We start by helping you define and quantify your
    financial goals and then create a practical,
    step-by-step plan to help you reach them.
  • Our financial planning service combines our
    investment management process with your short-
    and long-term objectives, your exposure to risk,
    and your tax planning and estate planning
  • Through a highly collaborative process, we
    develop multiple life scenarios so that you can
    better understand the financial implications of
    your choices.
  • We work in concert with all of your advisors,
    including your tax, accounting and legal
    professionals, to help integrate a total plan
    with measurable goals and expected outcomes.

Cross-Border Financial Planning
  • Trusted Guidance Across Borders
  • Increasing Need for Cross-Border Specialists
  • Whether for professional or personal reasons,
    more people are taking up permanent or temporary
    residence in other countries. Never has this been
    more true than today,.
  • Particularly for Canadian and American citizens.
    And while a move into a new country represents a
    new and exciting time, this transition also
    requires proper financial planning, tax planning
    and investment management.
  • Cardinal Point takes a multifaceted approach to
    providing wealth management services in the
    United States and Canada. Our investment
    management, tax and financial planning solutions
    are tailored to those living and working in the
  • U.S. and Canada and those expats living abroad.
    Cardinal Points team of advisors specialize in
    cross-border planning, transition of assets, and
    ongoing oversight of investment portfolios.

Contact Us
  • cardinalpointwealth
  • Address 19200 Von Karman Ave,
  • Irvine, CA 92612,
    United States
  • Phone1

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