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cardinalpointwealth (1)


Cardinal Point is an independent 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.See more at: – PowerPoint PPT presentation

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Title: cardinalpointwealth (1)

  • Whether you are transitioning residency between
    Canada and the U.S. or you have already made the
    move, it is important to understand the benefits
    of a cross-border financial plan. Learn how
    Cardinal Point can help when holding investment
    assets or financial interests in the U.S. or

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

We feel these products can create a conflict of
interest between the advisor and client. Instead,
our investment committee puts an emphasis on
investment process and researching best-in-class
investment solutions for our clients. To help
further protect our clients assets,
all investment accounts are held and safeguarded
through third-party custodians.
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. and have
accumulated assets and investment accounts in
both countries.
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
  • Aggregation Clients have the option to custody
    all of their holdings in one location, which
    streamlines financial management.
  • Independence Clients benefit from access to a
    non-proprietary platform.
  • Trusted Personal CFO Our advisors collaborate
    with external practitioners such as accountants,
    attorneys, agents, investment managers,
    real-estate professionals and bankers on behalf
    of clients.
  • Client Service and Professionalism Our
    practitioners are committed to service

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.
  •  Your personalized financial plan can include
    specific planning services such as
  • Asset and liability analysis
  • Net worth statements and forecasting
  • Cash flow and budget planning
  • Health, life, and property insurance review
  • 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.
  • Once your plan is finalized, we work with you to
    implement it, and then monitor and measure
    results so that necessary adjustments can be

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
  • Cardinal Point Wealth
  • Address 19200 Von Karman Ave., Suite
    618Irvine, California 92612Toll Free
    1-866-213-2036Office 949-910-8354Fax

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