david biggs

american expat in canada

Cardinal Point is a Canada-U.S. cross-border wealth management firm that specializes in assisting affluent Canadian expats, Canada-U.S. dual citizens, Green Card and visa holders, and snowbirds with their cross-border investment, tax, estate, retirement and financial planning needs. Our tax planning initiatives are fully integrated with our clients’ investment, financial and estate planning strategies. This coordinated approach to wealth management streamlines the financial planning process and helps our clients ensure lasting wealth for today, tomorrow and generations to come.Goal based investing is a key tenet of our belief system. Instead of promoting performance chasing strategies, we believe strongly in a disciplined, customized portfolio design process focused on client objectives, targeted returns, and a strict adherence to client risk tolerances.