CrossPoint Financial
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CrossPoint Financial is a full-service, boutique asset management and financial planning team dedicated to providing superior wealth management services for our clients over their entire lifetime. We have contracted with iA Private Wealth to provide our clients with the stability and safety of a Canadian bank and yet we operate as independent advisors. This best of both worlds structure fosters objectivity, critical thinking and unbiased advice to our clients.
05/10/2026
There are many things in life that shape outcomes over time, and some of the most important are never captured on a statement. The steady presence, patience, and care of a mother often influence not just a moment, but an entire lifetime. This Mother’s Day, we are reminded that true wealth is found in the people who guide us, support us, and help us become who we are.
05/05/2026
Presumably, after tax season you have a clearer view of your full financial picture. This is one of the most valuable moments of the year. When you understand your income, expenses, and overall structure, you are in a better position to make thoughtful decisions. Staying engaged now helps ensure that clarity turns into progress over time.
04/07/2026
Your financial plan should evolve as your life evolves. Regular reviews allow for thoughtful adjustments, ensuring your strategy continues to reflect your goals, values, and changing circumstances. Clarity is not a one time event. It is an ongoing process.
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Address
2650 Queensview Drive, Suite 110
Ottawa, ON
K2B8H6
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |
