Cardinal Point Wealth Management LLC

Cardinal Point Wealth Management is a leader in cross-border financial planning and investment management. With offices in the United States and Canada, Cardinal Point offers cross-border wealth management solutions tailored to the unique needs of individuals and families living and working in the U.S. and Canada. The firm’s team of experienced advisors provides personalized guidance, leveraging their ample experience in Canada-U.S. cross-border tax planning, and retirement planning.