Cardinal Point is dedicated to meeting the needs of our clients in the areas of capital preservation, tax planning, risk management, and delivery of long-term investment returns through varying economic and market cycles. http://cardinalpointwealth.com/

1. http://cardinalpointwealth.com

2.  MANAGE YOUR CANADA-U.S. CROSS-BORDER
LIFESTYLE
 Whether you are transitioning residency between
Canada and the U.S. or you have already made the
move, it is important to understand the benefits of
a cross-border financial plan. Learn how Cardinal
Point can help when holding investment assets or
financial interests in the U.S. or Canada.

3. A TRANSPARENT
INVESTMENT STRATEGY
MANAGING MONEY ACROSS
BORDERS
We feel these products can create a
conflict of interest between the
advisor and client. Instead, our
investment committee puts an
emphasis on investment process and
researching best-in-class investment
solutions for our clients. To help
further protect our clients’ assets,
all investment accounts are held and
safeguarded through third-party
custodians.
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. and have accumulated assets and
investment accounts in both countries.

4. 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:
• Aggregation: Clients have the option to custody all of their holdings
in one location, which streamlines financial management.
• Independence: Clients benefit from access to a non-proprietary
platform.
• Trusted Personal CFO: Our advisors collaborate with external
practitioners such as accountants, attorneys, agents, investment
managers, real-estate professionals and bankers on behalf of clients.
• Client Service and Professionalism: Our practitioners are
committed to service excellence.

5. COMPREHENSIVE WEALTH
PLANNING SERVICES
A TOTAL WEALTH PLANNING
PROCESS
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.
Your personalized financial plan can
include specific planning services
such as:
• Asset and liability analysis
• Net worth statements and
forecasting
• Cash flow and budget planning
Health, life, and property insurance
review
• 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.
• Once your plan is finalized, we
work with you to implement it,
and then monitor and measure
results so that necessary
adjustments can be made.

6. INCREASING NEED FOR CROSS-
BORDER SPECIALISTS
TRUSTED GUIDANCE ACROSS
BORDERS
 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.
 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
Cardinal Point Wealth
Address: 19200 Von Karman Ave., Suite 618
Irvine, California 92612
Toll Free: 1-866-213-2036
Office: 949-910-8354
Fax: 949-242-2558