cardinalpointwealth

1. http://cardinalpointwealth.com

2.  MANAGE YOUR CANADA-U.S. CROSS-BORDER LIFESTYLE  Whether you are transitioning residency between Canada and the U.S. or you have already made the move, it is important to understand the benefits of a cross-border financial plan. Learn how Cardinal Point can help when holding investment assets or financial interests in the U.S. or Canada.

3. A TRANSPARENT INVESTMENT STRATEGY MANAGING MONEY ACROSS BORDERS We feel these products can create a conflict of interest between the advisor and client. Instead, our investment committee puts an emphasis on investment process and researching best-in-class investment solutions for our clients. To help further protect our clients’ assets, all investment accounts are held and safeguarded through third-party custodians. Cardinal Point has the unique registrations and ability to manage integrated investment portfolios that include accounts in Canada and the United States. Many of our clients have lived and worked in Canada and the U.S. and have accumulated assets and investment accounts in both countries.

4. Cardinal Point provides comprehensive planning services to affluent individuals, families, and corporate and trustee relationships. We specialize in serving residents of Canada and the United States, as well as Canadian and U.S. We pride ourselves in offering the following advantages: Aggregation: Clients have the option to custody all of their holdings in one location, which streamlines financial management. • Independence: Clients benefit from access to a non-proprietary platform. • Trusted Personal CFO: Our advisors collaborate with external practitioners such as accountants, attorneys, agents, investment managers, real-estate professionals and bankers on behalf of clients. • Client committed to service excellence. Service and Professionalism: Our practitioners are •

5. COMPREHENSIVE WEALTH PLANNING SERVICES A TOTAL WEALTH PLANNING PROCESS We start by helping you define and quantify your financial goals and then create a practical, step-by-step plan to help you reach them. We work in concert with all of your advisors, including your tax, accounting and legal professionals, to help integrate a total plan with measurable goals and expected outcomes. • Your personalized financial plan can include specific planning services such as: Once your plan is finalized, we work with you to implement it, and then monitor and measure results so that necessary adjustments can be made. • Asset and liability analysis Net worth statements and forecasting Cash flow and budget planning Health, life, and property insurance review • • •

6. TRUSTED GUIDANCE ACROSS BORDERS INCREASING NEED FOR CROSS- BORDER SPECIALISTS Whether for professional or personal reasons, more people are taking up permanent or temporary residence in other countries. Never has this been more true than today,. Particularly for Canadian and American citizens. And while a move into a new country represents a new and exciting time, this transition also requires proper financial planning, tax planning and investment management. Cardinal Point takes a multifaceted approach to providing wealth management services in the United States and Canada. Our investment management, tax and financial planning solutions are tailored to those living and working in the U.S. and Canada and those expats living abroad. Cardinal Point’s team of advisors specialize in cross-border planning, transition of assets, and ongoing oversight of investment portfolios.    

7. Contact Us Cardinal Point Wealth Address: 19200 Von Karman Ave., Suite 618 Irvine, California 92612 Toll Free: 1-866-213-2036 Office: 949-910-8354 Fax: 949-242-2558