Company Information

Get to know Cardinal Point Wealth Management

Founded in 2009, Cardinal Point Wealth Management specializes in providing comprehensive financial planning and investment management services to individuals and families with complex cross-border financial situations between the United States and Canada. As a fiduciary, the firm is committed to acting in its clients' best interests, offering integrated solutions that cover tax planning, retirement planning, estate planning, and investment portfolio management. Their core mission is to simplify the financial complexities that arise from living, working, or owning assets in both countries.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cardinal Point Wealth Management

Canada

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.