Building A Plan For Your Life
We understand your family, your values, and your interests are all connected. That’s why we use a comprehensive, personalized planning approach to build, preserve and manage your wealth.
Building A Plan For Your Life
We understand your family, your values, and your interests are all connected. That’s why we use a comprehensive, personalized planning approach to build, preserve and manage your wealth.
Cardinal Point is an independent wealth management firm created to service the financial needs of high-net-worth individuals and their families. We realize our clients are faced with a range of financial responsibilities and opportunities throughout their lives and their careers. With our guidance and a disciplined approach to wealth management, we help our clients ensure lasting wealth for today, tomorrow and generations to come.
A Team of Fiduciaries
As a Calgary based team of Certified Financial Planners (CFP®) and Registered Financial Planners (R.F.P.), we are professional advisors and not professional salesmen. We put our client’s interests first by providing advanced financial advice that is simplified and easy to understand.
A Holistic Approach
In coordination with the management of your investment portfolio, your personalized financial plan provides a full menu of planning topics, including:
Portfolio Management Customized to You
At the center of our investment approach is a customized portfolio construction process that is supported by our ongoing review, advice and support:
- We review and analyze your unique financial situation.
- We design an optimal portfolio to help achieve your financial goals.
- We develop a written investment policy statement (IPS) to guide the investment process.
- We monitor your portfolio to ensure it achieves its investment objectives.
As a Portfolio Manager, we provide you with a completely objective investment strategy that is customized to your goals using only the best investment solutions available.
Let’s Talk
In our experience, those families that are a good fit for our firm’s services exhibit the following characteristics:
- Strive to develop a long-term working relationship with a trusted advisory team
- Desire to delegate and integrate their:
- portfolio management ($1M+ of investable assets), financial and tax planning requirements to a team of wealth planning professionals OR
- investment management only ($500K+)
Calgary Office
Stock Exchange Tower
2160, 300 5th Ave SW
Calgary, AB T2P 3C4
403-457-3285
We appreciate your inquiry, and at Cardinal Point Wealth Management, we highly value your privacy. Rest assured that we will not share your information with any third party unrelated to our services. After you’ve submitted the form, one of our Cardinal Point representatives will promptly get in touch with you.