Cardinal Point is a wealth management firm focused on advising Canadian business owners, entrepreneurs, and their families with complex financial needs.

We provide integrated investment management, financial planning, tax, and estate advice, with a focus on supporting the full lifecycle of wealth—from building and growing a business to planning for transition and long-term stewardship.

Our approach is grounded in discipline, objectivity, and careful analysis. We work closely with each client to ensure their portfolios and broader financial strategies are aligned with their long-term goals and evolving circumstances.

With roots tracing back more than 90 years through Dorchester Wealth Management—one of Canada’s original independent investment counselling firms—we build on a long-standing tradition of prudent, research-driven investing. Today, as part of the Focus Financial Partners network, Cardinal Point benefits from expanded resources while maintaining the objectivity and autonomy that define our approach.