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cardinalpointwealth

Cardinal Point is an independent wealth management group of companies created to service the sophisticated needs of high net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected.See more at: http://cardinalpointwealth.com/

cardinalpointwealth
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cardinalpointwealth

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  1. WELCOMETO http://cardinalpointwealth.com

  2. ABOUTUS • 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. Investment Management 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. Our Clients • Cardinal Pointprovides 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. Wealth Planning 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. Cross-Border Financial Planning 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 618Irvine, California 92612Toll Free: 1-866-213-2036Office: 949-910-8354Fax: 949-242-2558

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