David Miller
Calgary
Cardinal Point Wealth
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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I guide successful individuals and families to simplify the complexities of cross border wealth management.
My specialty is in helping successful individuals and families uncover and address their investment and financial planning needs on both sides of the border. I am a registered portfolio manager in Canada (AB, BC, SK, PEI, NS and ON) and a US registered investment advisor.
Cardinal Point is a cross-border wealth management company that specializes in working with expatriates of the U.S. and Canada. Whether you are a Canadian living in the U.S., an American living in Canada or a Canadian or U.S. citizen living abroad, I can help provide customized investment management, tax, financial and estate planning solutions.
My specialty is in helping successful individuals and families uncover and address their investment and financial planning needs on both sides of the border. I am a registered portfolio manager in Canada (AB, BC, SK, PEI, NS and ON) and a US registered investment advisor.
Cardinal Point is a cross-border wealth management company that specializes in working with expatriates of the U.S. and Canada. Whether you are a Canadian living in the U.S., an American living in Canada or a Canadian or U.S. citizen living abroad, I can help provide customized investment management, tax, financial and estate planning solutions.
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