613.228.7777

info@crosspointfinancial.ca

  • About
  • Services
  • Investment Approach
  • News & Insights
  • Resources
  • Generosity
  • Contact

Spring Cleaning Your Finances

by Erin Gendron | May 15, 2025 | CP Insights

Video 4 – Canada Pension Plan Video Series

by Erin Gendron | Sep 23, 2024 | Financial Planning

Video 3 – Canada Pension Plan Video Series

by Erin Gendron | Apr 22, 2024 | Financial Planning

Video 2 – Canada Pension Plan Video Series

by Erin Gendron | Feb 27, 2024 | Financial Planning

Canada Pension Plan – Video Series – The Basics

by Erin Gendron | Jan 31, 2024 | CP Insights

« Older Entries

Recent Insights

  • Portfolio Commentary – May 2026
  • Portfolio Commentary – April 2026
  • Portfolio Commentary – March 2026
  • Financial Advice Also Requires Emotional Awareness
  • Portfolio Commentary – February 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

  • Follow
  • Follow
  • Follow

Navigate

About
Services
Investment Approach
Resources
Generosity
Contact

Client access

Client Login
ShareFile
Privacy Policy
Disclaimer

CrossPoint Financial is part of iA Private Wealth Inc.