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/
We support and advance the goals of our clients through customized wealth and financial planning services, investment policy creation, asset allocation and portfolio management. As a client of Cardinal Point, you can enjoy the assurance that comes with having a team of experienced professionals working with you to build a comprehensive wealth plan that is focused on creating long-term value — and delivered with a personalized approach that is tailored to your needs. www.cardinalpointwealth.com
We support and advance the goals of our clients through customized wealth and financial planning services, investment policy creation, asset allocation and portfolio management. As a client of Cardinal Point, you can enjoy the assurance that comes with having a team of experienced professionals working with you to build a comprehensive wealth plan that is focused on creating long-term value — and delivered with a personalized approach that is tailored to your needs. www.cardinalpointwealth.com
The Northfield Community Development Network made its official launch on May 19th in the Brown Public Library community room with over 25 people in attendance. These are the presentation slides which accompanied the launch discussion.
It's a new legal document that permits foreigners to sponsor themselves, effectively a new type of residency visa. This eliminates the need for them to work for a UAE-based company and eliminates the need for them to find a sponsor
DOES YOUR BUSINESS NEED INVESTMENT FUNDING ?QP4 Media
Does your business need investment funding ?
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Whether your a sales professional or looking for a change in career this slide share is a must do today !!!!!! ............ We are currently recruiting, contentious, numerate, literate, Smart people to join our Global organisation in Spain and Germany. Extremely high earning potential. Live and work in a hot climate. Speaking to expatriates and investors, persuading and convincing people to make better use of their assets..
The Northfield Community Development Network made its official launch on May 19th in the Brown Public Library community room with over 25 people in attendance. These are the presentation slides which accompanied the launch discussion.
It's a new legal document that permits foreigners to sponsor themselves, effectively a new type of residency visa. This eliminates the need for them to work for a UAE-based company and eliminates the need for them to find a sponsor
DOES YOUR BUSINESS NEED INVESTMENT FUNDING ?QP4 Media
Does your business need investment funding ?
Are you looking for new investors ?
Do you require grant funding ?
Have you been declined finance by your bank ?
Have you thought about peer-to-peer funding ?
Do you need help in creating or writing a Business Plan ?
Whether your a sales professional or looking for a change in career this slide share is a must do today !!!!!! ............ We are currently recruiting, contentious, numerate, literate, Smart people to join our Global organisation in Spain and Germany. Extremely high earning potential. Live and work in a hot climate. Speaking to expatriates and investors, persuading and convincing people to make better use of their assets..
One Charles Private Wealth Making and ImpactPaul Squarcia
One Charles Private Wealth (OCPW) is a full service nationally recognized wealth management firm positively impacting our clients. We integrate a client’s whole life focusing on wealth protection and conscious planning to create sustainable solutions. OCPW provides long-term financial well-being for individuals, business - both philanthropic and for-profit, and financial advisors. Through our Circle of Care, we provide solutions around estate planning, investments, banking, and insurance. OCPW is an independent SEC-registered investment advisory firm, headquartered in Hingham, MA. For more information visit our website OneCharlesPW.com or call 617-337-4206.
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The Family Business Life Cycle: Creating & Distributing WealthNicola Wealth
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Our services are designed for business owners, senior executives & professionals, retirees, well established families and sports & entertainment individuals who require professional assistance managing their wealth – each with their own story.
Exiting your business is a common obstacle for many entrepreneurs. You are ready to sell but how do you develop an exit strategy that meets your
needs? Preview our slides to learn how you can get your business ready for sale, develop your exit plan and be mindful of tax and legal considerations.
To view our video coverage of the event, visit: http://www.welchllp.com/resource-centre/videos/events/
US citizens living in the UK may face a number of complex challenges when it comes to re-allocating. Read this PDF to know more about how Maseco can help to advise USA expats about UK taxes.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Putting the SPARK into Virtual Training.pptxCynthia Clay
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As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
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Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
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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.