cardinalpointwealth

1. WELCOME TO

2. ABOUT US • Cardinal Point is an independent Canada-U.S. cross-border wealth management organization. We focus on providing personalized investment, financial and tax planning, and cross-border solutions to families, individuals, and related institutions.http://cardinalp ointwealth.com/about-us/

3. Our Clients 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: • Fiduciary Standard: Our professionals operate under the highest standard of care in the financial services industry. Investment Expertise: We subscribe to a disciplined, yet flexible investment approach. Holistic Financial Planning: Clients are profiled to learn about their values, goals, income, balance sheet, investments, estate planning requirements. Integrated Cross-Border Planning: Cardinal Point has a suite of cross- border planning solutions and offices located in both the U.S., and Canada. • • •

4. Investment Management Managing Money Across Borders A Transparent Investment Strategy Cardinal Point adheres to a transparent and conflict-free investment philosophy in which our clients interests are always put first. As a fee-only firm, our clients are charged a fully disclosed and agreed-upon fee for the services provided. 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.

5. Wealth Planning 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. • Our financial planning service combines our investment management process with your short- and long-term objectives, your exposure to risk, and your tax planning and estate planning considerations. • Through a highly collaborative process, we develop multiple life scenarios so that you can better understand the financial implications of your choices. • 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.

6. Cross-Border Financial Planning Increasing Need for Cross-Border Specialists Trusted Guidance Across Borders • • 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 cardinalpointwealth Address: 19200 Von Karman Ave, Irvine, CA 92612, United States Phone:+1 949-910-8354