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Cardinal Point does not provide one-time tax advice, standalone tax preparation, or hourly consultations. We are a long-term advisory firm serving affluent clients with complex financial lives. Our work is centered on ongoing client relationships that include portfolio management (minimum $2M investable assets) alongside integrated financial, tax, and estate planning.
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“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC, PEI, NL). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

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