Canadians in Texas

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Cardinal Point Wealth
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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

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Investment Management

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

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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.

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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
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