Canadians in Texas - PowerPoint PPT Presentation

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Canadians in Texas

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Cardinal Point is dedicated to meeting the needs of our clients in the areas of capital preservation, tax planning, risk management, and delivery of long-term investment returns through varying economic and market cycles. – PowerPoint PPT presentation

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Title: Canadians in Texas


1
Cardinal Point Wealth
2
About Us
  • Cardinal Point is an independent Canada-U.S.
    cross-border wealth management organization.
  • We focus on providing personalized investment,
    financial and tax planning

3
Investment Management
  • Cardinal Point provides personally tailored
    investment management services for clients with
    U.S.
  • Investment strategies are customized to our
    clients risk tolerance.

4
Wealth Planning
  • We start by helping you define and quantify your
    financial goals and then create a practical.
  • Your tax planning and estate planning
    considerations.

5
Contact Us
97 S. 2nd St. Ste 107, San Jose, CA 95113, San
Jose, CA, United States Phone No. 408-688-5315 
http//cardinalpointwealth.com
6
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