Boutique wealth management - Ottawa, ON
Invest with Purpose
Plan with Precision
Confidence for your future with our one-to-one
client service and proprietary tracking tool
100+
Years combined
experience
15+
Dedicated Team Members
$600M+
Assets Under Management
THE CROSSPOINT DIFFERENCE
Portfolio Managers committed to your success
"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 proprietary P2A report
03
Invest with purpose
Ongoing guidance from a team that stays with you
OUR INVESTMENT APPROACH
Research-based advice from independent experts
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.
Trust
Built on open communication and long term relationships.
Leadership
Proactive guidance through changing markets and life events.
Convenience
Discretionary Portfolio Management program that takes the burden of investment decisions off your hands.
Best-in-Class Advice
More than 100 years of combined experience serving clients.
Peace of Mind
A proven wealth optimization method that gives you confidence in your financial future.
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.