David Miller
Private Wealth & Portfolio Manager @Cardinal Point Wealth Management, ULC
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WORK HISTORY
Private Wealth & Portfolio Manager @Cardinal Point Wealth Management, ULC
Calgary, AB, CA
Cardinal Point Capital Management takes a multifaceted approach to providing wealth management services in the US and Canada. Our investment management, tax and financial planning strategies are tailored to those living and working in the US and Canada as well as those expats living abroad. A customized cross border financial plan harmonizes and maximizes our clients financial goals within their desired cross border lifestyle.RT Mosaic Wealth Management merged with Cardinal Point Capital Management on September 1st, 2022.
EDUCATION
Institute of Advanced Financial Planners
Registered Financial Planner ( R.F.P.)
Mount Royal University
Bachelor of Applied Financial Services, Financial planning
Canadian Securities Institute
Chartered Investment Manager® (CIM®)
FP Canada
Certified Financial Planner
ABOUT DAVID MILLER
Moving between Canada and the US is exciting—but cross-border finances can quickly become overwhelming. If you\'re an expat, Snowbird, or dual citizen struggling with non-resident investment accounts, complex tax filings, or contradictory advice on both sides of the border, you\'ve found the right partner. My dual expertise: cross-border financial guidance.I am a registered Advising Representative (Portfolio Manager) licensed to advise in Canada (AB, BC, SK, PEI, ON) and able to work with anyone living in the US through Cardinal Point Focus Partners Canada.My mission is to simplify complex cross-border wealth management, ensuring tax and regulatory compliance while safeguarding your assets and estate in both countries. I provide thoughtful analysis that protects your wealth while living abroad, with the flexibility you need for future transitions.Why Clients Choose to Partner With Me:Fiduciary Standard: I put your interests first, providing objective advice that covers your whole net worth—from Calgary to Connecticut.20+ Years of Experience as a Certified Financial Planning Professional guiding individuals and families through complex transitions and delivering financial clarity.Deep Industry Knowledge: I hold the R.F.P. designation and volunteer on the board of the IAFP, an organization dedicated to challenging the top planners in Canada.Team-Backed Service: I work alongside a highly experienced, independent team at Cardinal Point Wealth Management.I provide peace of mind, taking care of the financial details wherever you may want to live.Ready to Simplify Your Cross-Border Financial Life?Let\'s discuss your unique needs in a complementary, confidential chat.Email: d•••••@cardinalpointwealth.com Phone: 40••••••85
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