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Hello world!

November 4, 2018 by D R 1 Comment

Welcome to Aspire Marketing Team. This is your first post. Edit or delete it, then start blogging!

Managed Strategies

September 26, 2015 by D R Leave a Comment

Are my investment accounts being managed using a Canada and U.S. tax managed strategy?

Tax Efficient Plan

September 24, 2015 by D R Leave a Comment

Who can help me structure a tax efficient retirement plan that incorporates assets and financial interests in both countries?

Planning Strategies

September 24, 2015 by D R Leave a Comment

How do I know that my tax planning strategies make sense from a U.S. and Canadian perspective?

Tax Returns

September 23, 2015 by D R Leave a Comment

Are my Canada and U.S. tax returns being prepared properly to maximize deductions and eliminate present and future double taxation issues?

Legal and Compliance

"Cardinal Point" is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

Legal and Compliance

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.