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.

Trusted Guidance Across Borders

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 Point’s team of advisors specialize in cross-border planning, transition of assets, and ongoing oversight of investment portfolios.