CrossPoint Financial

Based in Ottawa, Ontario, boutique #assetmanagement & #financialplanning team dedicated to providing a superior #wealthmanagement experience for our clients.

[CrossPoint Financial @CrossPointFinan]

What To Expect From The Fed On Interest Rates In 2025 #interestrates #2025interestrates #inflation #mortgagerates #renewmymortgage
https://t.co/DNxItuzfhR

[CrossPoint Financial @CrossPointFinan]

Canada's inflation rate is falling, so why are grocery prices still so expensive?
https://t.co/XdnhGpSQdt

[CrossPoint Financial @CrossPointFinan]

Curious about the Canada Pension Plan (CPP) and how it impacts your retirement planning? Check out the series on our website to get informed and prepared for a secure financial future!

[CrossPoint Financial @CrossPointFinan]

https://t.co/1FRnE9rDSH #halloween #taxes #scary

[CrossPoint Financial @CrossPointFinan]

This season of gratitude, we're thankful for you—our valued clients, partners, and community. Wishing you and your loved ones a wonderful holiday filled with joy, prosperity, and gratitude. 🦃🍂

#Thanksgiving #Gratitude #FinancialWellness #Thankful #PlanForTheFuture

[CrossPoint Financial @CrossPointFinan]

As we step into this beautiful month, let’s embrace the cozy vibes, falling leaves, and all things pumpkin spice (or not)! What are you most excited for this month? Share with us in the comments! 🧡🍁 #HelloOctober #AutumnVibes #FallFun

[CrossPoint Financial @CrossPointFinan]

We unravel the truths surrounding the option to take CPP early (starting as early as age 60) or delaying it until age 70. Delving into various scenarios and strategies, we examine the long-term consequences of these decisions. https://t.co/CGPjWjT9z1 #canadapension #cpp

[CrossPoint Financial @CrossPointFinan]

What are you doing with the extra hour this weekend? #clocksback #fallback #changeyourclock #timechange #endofdaylightsavingstime

[CrossPoint Financial @CrossPointFinan]

A special shoutout to @EmondHarnden, #DebbieChang of Right at Home Realty, @CrossPointFinan , #Fratelliwestboro, @Edelman_EGA and #CSVArchitects for being beverage and lounge sponsors for our Purple Tie Gala 2023! Auction live at https://t.co/RQZGhJGRCy https://t.co/OlXOggGSmU

[CrossPoint Financial @CrossPointFinan]

We can help you host a family meeting to ensure your long-term planning wishes are met. https://t.co/hWzHhXf2bg FamilyFinance #FinancialPlanning #WealthManagement #FamilyWealth #MoneyTalks #FinancialAdvisor #EstatePlanning #GenerationalWealth #FamilyLegacy #InheritancePlanning

[CrossPoint Financial @CrossPointFinan]

We’re grateful for amazing clients who make every workday feel fulfilling and purposeful. #thankful #grateful #purposeful #fulfilling #amazingclients #crosspointfinancial

[CrossPoint Financial @CrossPointFinan]

We’re grateful for amazing clients who make every workday feel fulfilling and purposeful. #thankful #grateful #purposeful #fulfilling #amazingclients #crosspointfinancial

[CrossPoint Financial @CrossPointFinan]

Your legacy includes both tangible and intangible gifts. Financial and non-financial assets. We can help with planning your legacy. https://t.co/pwli6lGJ7y #legacy #lovedones #gifts #leavealegacy #crosspointfinancial

[CrossPoint Financial @CrossPointFinan]

Assumptions can lead to misunderstandings, conflicts, & unintended consequences. Avoid assumptions, ensure your estate plan reflects your desires and provides the necessary guidance. Read our latest post. https://t.co/ot1Tfpbn88 #estate #planning #financiaplan #financialplanning

[CrossPoint Financial @CrossPointFinan]

Optimize Your Wealth with a Viable Risk Management Strategy. Risk Management is an area where one misstep or oversight can significantly negatively affect your family's wealth. Learn more here: https://t.co/DnVOlFBkSu #risk #riskmanagement #optimizeyourwealth

[CrossPoint Financial @CrossPointFinan]

Planning for your retirement isn’t a one-time exercise you can do in one meeting. It will be an ongoing process that will involve a lot of thinking and modifying your plans as you age and your situation changes. #retire #retirement #retirementplanning #planforretirement

[CrossPoint Financial @CrossPointFinan]

Exceptional Tax and Estate Planning advice can lead to positive outcomes, while anything less can prove costly. Our latest blog post discusses all of this - https://t.co/1Mrfe213hv #taxes #taxplanning #estateplanning #estate #goodadviceabouttaxes #crosspointfinancial #wealth

[CrossPoint Financial @CrossPointFinan]

Inflation has fallen, but the Bank of Canada hasn't backed off rate hikes. Here's why https://t.co/y0D8H6zC3S #inflation #interestrates #

[CrossPoint Financial @CrossPointFinan]

While we would never advocate taking on debt imprudently, there are some situations in which borrowing money is in the best interest of your family’s wealth. Read our latest blog post about our 8-step wealth process. https://t.co/Jed34GROJe #debt #liabilities #crosspointfinancial

[CrossPoint Financial @CrossPointFinan]

Today is Self-Care Sunday. Self-care is a vital part of your overall well-being. Take this Sunday to nourish your mind, body, and soul! #selfcaresunday