613 228 7777 [email protected]
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CrossPoint Financial

iA Private WealthTM
110-2650 Queensview Drive
Ottawa, Ontario K2B 8H6
Tel: 613 228 7777
Tel: 1 866 752 6220
Fax: 613 274 0109
Email – [email protected]

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CrossPoint Financial

About Us

CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over their entire lifetime. We help our clients achieve their goals and dreams across all facets of life.

Our Recent Commentary

  • The Elegant Solution: Simplifying Your Financial Life
  • Portfolio Commentary – September 2025
  • Portfolio Commentary – August 2025
  • Portfolio Commentary – July 2025
  • Portfolio Commentary – June 2025

Contact Us

CrossPoint Financial
iA Private WealthTM
110-2650 Queensview Drive
Ottawa, Ontario K2B 8H6
Tel: (613) 228 7777
Tel: 1 866 752 6220
Fax: (613) 274 0109
Email – [email protected]

© 2025 CrossPoint Financial | Disclaimer

The information on this website is intended for use by persons resident and located in Canada only.

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