Founded in 2009, Cardinal Point Wealth Management specializes in providing comprehensive financial planning and investment management services to individuals and families with complex cross-border financial situations between the United States and Canada. As a fiduciary, the firm is committed to acting in its clients' best interests, offering integrated solutions that cover tax planning, retirement planning, estate planning, and investment portfolio management. Their core mission is to simplify the financial complexities that arise from living, working, or owning assets in both countries.

Founded in

Canada