Cardinal Point Wealth Management, ULC is a cross-border firm that delivers personalized investment, tax, and financial planning solutions for affluent individuals and families in Canada and the U.S.
Toronto, Ontario
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families. Cardinal Point specializes in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Wherever our clients call home, we offer tailored wealth, financial and tax planning services, coupled with a disciplined approach that includes investment policy creation, asset allocation, and portfolio management. Our clients seek a long-term relationship with a trusted wealth manager who fully understands their desire to simplify their financial lives—to build and protect their investments, to create a family legacy, and find a more efficient and satisfying approach to managing their wealth.
On-site · Toronto
The Onboarding Specialist guides new clients through the account setup process and provides training on recordkeeping systems. They are responsible for processing investment paperwork across Canadian and U.S. custodians while maintaining compliance standards.
