Boutique wealth management - Ottawa, ON
Invest with Purpose.
Plan with Precision.
Confidence for your future with out one-to-one
client service and proprietary tracking tool.
100+
Years combined
experience
1100+
Client Families
$500M+
Assets Under Management
WHO WE ARE
A different kind of investment firm
"True financial planning goes beyond investments. By understanding the full picture, we can help ensure every recommendation aligns with what matters most to our clients."
Brent Vandermeer CIM®, FCSI®
Portfolio Manager | Managing Partner of CrossPoint Financial
HOW WE WORK
A simple, disciplined process
01
Understand your goals
Your timeline, your family, your definition of success
02
Build your plan
A customized financial plan tracked with our P2A report
03
Invest with purpose
Ongoing guidance from a team that stays with you
WHAT YOU CAN EXPECT
Our Approach
We believe successful financial planning begins with understanding the whole picture. Our approach is guided by five principles that help clients navigate life with confidence.
Every recommendation, every conversation, and every plan is built around these principles.
Peace of Mind
Helping you feel confident about your financial future.
Trust
Built on open communication and long term relationships.
Leadership
Proactive guidance through changing markets and life events.
Convenience
Coordinated advice that simplifies decision making.
Best-in-Class Advice
More than 100 years of combined experience serving clients.
OUR PROPRIETARY TOOL
Always know if you're on track
Our Plan-to-Actual (P2A) report gives you a clear, at-a-glance view of your financial plan versus reality, so there's no guesswork about your future.