About Cardinal Point Wealth Management, ULC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Company type
- Privately Held
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families.
Cardinal Point specializes in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Wherever our clients call home, we offer tailored wealth, financial and tax planning services, coupled with a disciplined approach that includes investment policy creation, asset allocation, and portfolio management.
Our clients seek a long-term relationship with a trusted wealth manager who fully understands their desire to simplify their financial lives - to build and protect their investments, to create a family legacy, and find a more efficient and satisfying approach to managing their wealth.
Specialties
- Canada and U.S. Investment Management
- Canadian Financial Planning
- U.S. Financial Planning
- Cross-Border Financial and Estate Planning
- Cross-Border Transition Planning
- Cross-Border Tax and Retirement Planning
- and Cross-Border Wealth Management
Company locations
1243 Islington Ave, Suite 903, Toronto, Ontario M8X 1Y9, CA
2255 Glades Road, Suite 324A, Boca Raton, Florida 33431, US
19200 Von Karman Avenue, Suite 618, Irvine, California 92612, US
300 5th Ave SW, Suite 2160, Calgary, Alberta T2P 3C4, CA
14000 N Pima Rd, Suite 215, Scottsdale, Arizona 85260, US
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 2,919
- People linked to this company
- 61
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.