CrossPoint Financial
Finance · Canada · 1-10 Employees
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Overview
Headquarters
110-2650 Queensview Dr, Ottawa, Ontario,...Phone Number
(613) 228-7777Website
www.crosspointfinancial.caRevenue
$7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CrossPoint Financial
CrossPoint Financial is a full-service, boutique asset management and financial planning firm located in Ottawa, dedicated to delivering superior wealth management throughout clients' lifetimes. The company offers a holistic approach that encompasses Portfolio Management, Asset Management, Liability Management, Retirement Planning, Tax Planning, Risk Management, Estate Planning, and Legacy Planning, ensuring a comprehensive financial solution. Their professional team emphasizes strong relationships with both clients and external industry leaders, helping individuals navigate their financial journeys. Additionally, CrossPoint is committed to corporate social responsibility through initiatives like socially responsible investing and programs that support community sustainability.Explore more
CrossPoint Financial Org Chart
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CrossPoint Financial is a full-service, boutique asset management and financial planning firm located in Ottawa, dedicated to delivering superior wealth management throughout clients' lifetimes. The company offers a holistic approach that encompasses Portfolio Management, Asset Management, Liability Management, Retirement Planning, Tax Planning, Ri... Read More
