Our Team

A Multidisciplinary Team

We believe effective wealth management requires coordination across multiple disciplines.

Cardinal Point brings together portfolio managers and specialists in financial planning, tax, and estate advisory to provide integrated advice. This is particularly important for business owners managing liquidity events, ownership transitions, and cross-border considerations.

Our professionals hold a range of recognized designations and credentials, including:

U.S. and Canadian Certified Financial Planner (CFP®)
Canadian Registered Financial Planner (R.F.P.)
U.S. and Canadian Chartered Professional Accountant (CPA)
Enrolled Agent (EA)
Chartered Financial Analyst (CFA)

This breadth of expertise supports a comprehensive and consistent approach to client advice.

Leadership

Cardinal Point includes a team of more than 75 professionals with extensive experience in investment management and client service.

Our team is actively involved in investment research, portfolio construction, and ongoing client support, ensuring portfolios are managed with discipline and attention to detail.

With more than $6.5 billion CAD in assets under management, we combine a structured investment process with a personalized approach.