Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families.
Cardinal Point specializes in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Wherever our clients call home, we offer tailored wealth, financial and tax planning services, coupled with a disciplined approach that includes investment policy creation, asset allocation, and portfolio management.
Our clients seek a long-term relationship with a trusted wealth manager who fully understands their desire to simplify their financial lives—to build and protect their investments, to create a family legacy, and find a more efficient and satisfying approach to managing their wealth.
Company Details
- Employees
- 50
- Address
- 1243 Islington Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cardinalpointwealth.com
- Keywords
- Canada and U.S. Investment Management, Canadian Financial Planning, U.S. Financial Planning, Cross-Border Financial and Estate Planning, Cross-Border Transition Planning, Cross-Border Tax and Retirement Planning, Cross-Border Wealth Management.
- HQ
- Toronto, Ontario
- Competitors
- Cumberland Private Wealth Management Inc., EdgePoint Wealth Management, Designed Wealth Management, Cardinal Point Athlete Advisors | Focus Partners Canada, Newport Private Wealth, Sightline Wealth Management, Logan Wealth Management, Focus Financial Partners, Dorchester Wealth Management, FORTÜNA Wealth Management.
Cardinal Point Wealth Management, Ulc Questions
Cardinal Point Wealth Management, Ulc's website is cardinalpointwealth.com
Cardinal Point Wealth Management, Ulc's LinkedIn profile is https://www.linkedin.com/company/cardinal-point-wealth-management
Cardinal Point Wealth Management, Ulc has
50 employees.
View email and phone details for 50
employees at Cardinal Point Wealth Management, Ulc.
Cardinal Point Wealth Management, Ulc's industry is
Financial Services
Cardinal Point Wealth Management, Ulc's top competitors are
Cumberland Private Wealth Management Inc.,
Edgepoint Wealth Management,
Designed Wealth Management,
Cardinal Point Athlete Advisors | Focus Partners Canada,
Newport Private Wealth,
Sightline Wealth Management,
Logan Wealth Management,
Focus Financial Partners,
Dorchester Wealth Management,
Fortüna Wealth Management.
Cardinal Point Wealth Management, Ulc's categories are Financial Services
