CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over their entire lifetime. We help our clients achieve their goals and dreams across all facets of life.
Specifically, this involves the following services:
Manage investments and broker excellent products
Create custom financial plans
Offer a broad range of insurance* and care years planning services to mitigate risk
Assist with estate planning and coordinate with clients’ lawyers
Analyze and recommend tax minimization strategies
Collaborate with our clients’ accountants to effect proper tax planning
The CrossPoint Financial portfolio managers are nimble, responsive and active. We are constantly looking for ways to improve how we manage our clients’ portfolios and we will do our best to utilize industry-leading, sophisticated platforms and investment models available to the retail and corporate investor. We believe our clients deserve this level of service and it will be hard to find it elsewhere.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
Insurance products and services are offered through Crosspoint Financial Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
CrossPoint Financial is a personal trade name of Brent Vandermeer.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 2650 Queensview Drive, Suite 110,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- crosspointfinancial.ca
- HQ
- Ottawa, Ontario
Crosspoint Financial | Ia Private Wealth Inc. Questions
Crosspoint Financial | Ia Private Wealth Inc.'s website is crosspointfinancial.ca
Crosspoint Financial | Ia Private Wealth Inc.'s LinkedIn profile is https://ca.linkedin.com/company/crosspointfinancial
Crosspoint Financial | Ia Private Wealth Inc. has
8 employees.
View email and phone details for 8
employees at Crosspoint Financial | Ia Private Wealth Inc..
Crosspoint Financial | Ia Private Wealth Inc.'s industry is
Financial Services
Crosspoint Financial | Ia Private Wealth Inc.'s top competitors are
Raymond James Ltd.,
Crestly Consulting,
Starfox Financial Services,
Herencia Partners,
Evercore,
Jpmorganchase,
Moelis & Company,
Wall Street Oasis,
Santander,
Western Investment Club.
Crosspoint Financial | Ia Private Wealth Inc.'s categories are Financial Services
Crosspoint Financial | Ia Private Wealth Inc.'s founding year is 2014
