Cardinal Point Wealth Management

Cardinal Point Wealth Management is a Canada-U.S. cross-border wealth management firm founded in 2009. With the slogan "Your Canada-U.S. Cross-Border Financial Advisor," the company offers personalized investment, tax, estate, transition, and financial planning solutions to affluent individuals and families. It specializes in serving Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Based in Canada, Cardinal Point provides tailored wealth, financial, and tax planning services along with a disciplined approach to investment policy creation, asset allocation, and portfolio management.

As a wealth manager, Cardinal Point caters to clients seeking a long-term relationship with a trusted advisor who comprehensively understands their financial goals and aspirations. The company's focus lies in simplifying their clients' financial lives, building and safeguarding their investments, creating a family legacy, and offering a more efficient and satisfying approach to wealth management.

Although specific information regarding the last investment and investors is not available at this time, the firm operates in the finance, financial services, and wealth management industries, positioning itself as an attractive prospect for potential venture capital investors looking to enter the cross-border wealth management market.