# CardinalPointWealth

- **Website:** <https://cardinalpointwealth.com>
- **Primary alias:** `cardinalpointwealth.com`
- **Founded:** 2009
- **Employees:** 11+
- **Location:** Toronto, Ontario, Canada
- **Company kind:** PRIVATELY HELD

## Description

Cardinal Point is an independent Canadian-U.S. Our team of financial advisors operates under the fiduciary standard and understands the interconnected nature of your wealth, family, interests, and values. We offer a comprehensive range of investment management, financial planning, estate planning, and tax planning solutions to residents of the U.S. With our cross-border expertise, we ensure that careful financial planning considerations are given to tax and regulatory compliance in both your home and adopted countries. Explore our services, including cross-border tax and financial planning, tax preparation and planning, investment management, and wealth planning. Download our featured white papers and ebooks, and stay updated with our recent publications. Let Cardinal Point be your trusted cross-border financial advisor.

## Industries

- 💰 Finance

## Links

- [twitter](https://twitter.com/CardinalPointWM)
- [linkedin](https://linkedin.com/company/cardinal-point-wealth-management)
- [instagram](https://instagram.com/cardinal.point.wealth.mgmt)
- [facebook](https://facebook.com/Cardinal-Point-Wealth-Management)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idVCHKtKAg/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1783349658810)
- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idVCHKtKAg/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1783349658689)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Lochmara | #0088cc | dark |
| White | #ffffff | light |
| Picton Blue | #58b4e5 | accent |

## Fonts

- Open Sans — asset _(google)_
- Lato — asset _(google)_
- serif — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idVCHKtKAg/w/1500/h/500/idb5GtQX9P.jpeg?c=1bxid64Mup7aczewSAYMX&t=1783349659034)

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_Source: <https://brandfetch.com/cardinalpointwealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._