Thank you for your interest in Cardinal Point. Please fill out our contact form below or reach one of our offices by using the information provided.

Palm Beach Office
2255 Glades Road, Suite 324A
Boca Raton, FL 33431
Toll Free: 1-866-213-2036
Office: 561-894-8337
Fax: 949-242-2558

Orange County Office
19200 Von Karman Ave., Suite 618
Irvine, California 92612
Toll Free: 1-866-213-2036
Office: 949-910-8354
Fax: 949-242-2558

Toronto Office
1243 Islington Avenue, Suite 903
Toronto, ON M8X 1Y9
Toll Free: 1-866-213-2036
Office: 416-849-4842
Fax: 416-913-1815

Calgary Office
160 Quarry Park Blvd. SE, Ste. 300
Calgary, AB T2C 3G3
Toll Free: 1-866-213-2036
Office: 403-257-4488
Fax: 403-770-8604

Vancouver Office
666 Burrard Street, Suite 500
Vancouver, BC V6C 3P6
Toll Free: 1-866-213-2036
Office: 604-630-8701
Fax: 604-630-2471

Americans Living in Canada
As an American residing in Canada, it’s important to make sure your financial affairs are structured properly to avoid double taxation issues and ensure compliance with the laws of both countries.

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Canadians Living in the U.S.
Whether you are transitioning residency between Canada and U.S. or you have already made the move but continue to hold investment assets or financial interests in both Canada and the United States, proper cross-border financial planning can integrate and coordinate the asset management of your investments, reduce taxes and maximize your estate.

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Expatriates Living Abroad
For those Canadians and Americans moving or living abroad, careful cross-border financial planning considerations must be given to ensure tax and regulatory compliance in both your home and adopted countries.

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