Cardinal Point is an independent Canada-U.S. cross-border wealth management organization. We focus on providing personalized investment, financial and tax planning.http://cardinalpointwealth.com/

1. WELCOME
TO

2. ABOUT US
• Cardinal Point is an
independent Canada-U.S.
cross-border wealth
management organization.
We focus on providing
personalized investment,
financial and tax planning,
and cross-border solutions
to families, individuals, and
related
institutions.http://cardinalp
ointwealth.com/about-us/

3. 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 advantages:
• Fiduciary Standard: Our professionals operate under the highest
standard of care in the financial services industry.
• Investment Expertise: We subscribe to a disciplined, yet flexible
investment approach.
• Holistic Financial Planning: Clients are profiled to learn about their
values, goals, income, balance sheet, investments, estate planning
requirements.
• Integrated Cross-Border Planning: Cardinal Point has a suite of cross-
border planning solutions and offices located in both the U.S., and
Canada.

4. Investment Management
A Transparent Investment Strategy Managing Money Across Borders
Cardinal Point adheres to a transparent
and conflict-free investment
philosophy in which our clients interests
are always put first. As a fee-only firm,
our clients are charged a fully disclosed
and agreed-upon fee for the services
provided.
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.

5. Wealth Planning
Comprehensive Wealth Planning Services
• 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.
• Our financial planning service
combines our investment
management process with your
short- and long-term
objectives, your exposure to
risk, and your tax planning and
estate planning considerations.
A Total Wealth Planning Process
• Through a highly collaborative
process, we develop multiple
life scenarios so that you can
better understand the
financial implications of your
choices.
• 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.

6. Cross-Border Financial Planning
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.

7. Contact Us
cardinalpointwealth
Address: 19200 Von Karman Ave,
Irvine, CA 92612, United States
Phone:+1 949-910-8354