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613.228.7777

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Portfolio Commentary – January 2026

by Brent Vandermeer | Feb 17, 2026 | Market Commentary

Portfolio Commentary – December 2025

by Brent Vandermeer | Jan 14, 2026 | Market Commentary

Portfolio Commentary – November 2025

by Brent Vandermeer | Dec 10, 2025 | Market Commentary

Portfolio Commentary – October 2025

by Brent Vandermeer | Nov 14, 2025 | Market Commentary

The Elegant Solution: Simplifying Your Financial Life

by Brent Vandermeer | Oct 23, 2025 | Insights

Greetings! Please allow me to take a brief walk down memory lane with you. Many of you know about my early days as an advisor, but as our firm has grown, I suspect many of you may not. Initially, I wasn’t interested in this field at all—until I realized the...
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Recent Insights

  • Portfolio Commentary – October 2026
  • Portfolio Commentary – September 2026
  • Portfolio Commentary – August 2026
  • Portfolio Commentary – July 2026
  • Portfolio Commentary – June 2026

CrossPoint Financial

A boutique wealth management and financial planning team in Ottawa, helping clients navigate life's financial decisions with confidence and clarity.

613.228.7777
info@crosspointfinancial.ca

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CrossPoint Financial is part of iA Private Wealth Inc.