Wealth Management
Cardinal Point Wealth Management focuses on the creation, preservation and management of individual and family wealth. We believe in a wealth management approach that is:

• Comprehensive: Our range of solutions includes cross-border investment services, estate and trust services, tax management, risk management, philanthropy, expense management and financial reporting
• Customized: We deliver tailored financial investments, as well as wealth and estate planning solutions, regardless of where you live and work
• Flexible: We help you make investment decisions that don't lock you into any mutual funds or proprietary solutions
• Coordinated: We work with your other professionals (such as CPAs and tax attorneys) to provide holistic financial management of your affairs
• Integrated: Our integrated cross-border approach to wealth management enables our team to oversee management of accumulated wealth and investment accounts in both countries under one investment strategy. All financial wealth planning initiatives incorporate the client's assets in both Canada and the United States.
• Professional: We serve as your relationship anchor, helping to introduce, select and provide due diligence on financial and legal service providers
• Full Disclosure: Our fee structure provides fee-only services and does not charge commissions
• Established: We are a fiduciary wealth management provider for affluent individuals and families