Members

David Miller

Calgary

Cardinal Point Wealth

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
David Miller

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.

Specializations

Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
Estate Planning
Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM
RFP

Compensation Models

Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

IAFP
PMAC

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

Over 50

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Nova Scotia
Ontario
Prince Edward Island
Saskatchewan
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