cardinalpointwealth.com and cardinalpointwealthcalifornia.com.
Cardinal Point is a boutique wealth management firm that has offices in the U.S. and Canada. Their cross-border platform provides comprehensive investment management, financial planning and tax services. Cardinal Point’s advisors operate under the fiduciary standard, which is the highest standard of care. Cross-border clients benefit from access to an integrated U.S. and Canadian wealth management platform. Cardinal Point has provided a significant amount of thought leadership and has been featured within the Wall Street Journal and Globe and Mail. Office locations are Irvine, Boca Raton, Toronto, Calgary and Vancouver. For additional information, please visit