Point Cardinal

Point Cardinal

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Point Cardinal

Listing Details

Point Cardinal, officially known as Cardinal Point Capital Management, ULC, is a leading Canada-U.S. cross-border wealth management firm based in Toronto, Ontario. Founded in 2009, the company focuses on the financial needs of high-net-worth families and business clients, including expatriates and individuals relocating between Canada and the United States. As of September 30, 2024, Cardinal Point manages approximately CAD 3.1 billion in regulatory assets.

The firm offers a wide range of financial services tailored to affluent clients facing cross-border complexities. These services include investment management, financial planning, estate planning, tax planning, and business management services, with specialized offerings for professional athletes. Cardinal Point’s advisors provide personalized solutions for clients in both countries, addressing the unique challenges of cross-border financial planning. Its affiliation with Focus Financial Partners enhances its capabilities and market presence in Canada.

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Location

Contact Information

Google Address
1800 Avenue McGill College, Montreal, Quebec, Canada, H3A 3J6
Phone 1
Zip/Post Code
H3A 3J6
No of Employees
Founded Year

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