Why us?
Further enhancing our strengths and expertise to serve you even better
Cardinal Point is a leading independent financial services firm which specializes in investment management, wealth planning, cross-border tax and financial planning, and tax preparation for clients located in both Canada and the United States. They, like Dorchester, are a Focus firm. More information is readily available at the attached link.
What we believe
You are at the center
of our process
With a history dating back more than 90 years, we are one of Canada’s original independent investment counselling firms. With a tailor-made approach to portfolio management, our focus is to protect our clients’ capital and grow it intelligently.
DEDICATED PROFESSIONALS
Disciplined, time-tested investment approach, with a focus on fundamental research
Our team works closely with clients to design customized solutions for personal wealth management in an increasingly complex world.
