What are the 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

CrossPoint Financial

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Ottawa, ON
CrossPoint Financial

Based in Ottawa, Ontario, we are a team dedicated to providing a superior wealth management experien

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.

09/01/2026

September has its own kind of energy. New routines. Fresh starts. The feeling that the year is picking up again after a quieter summer. For families across Ottawa, back to school is one of those moments that marks time in a meaningful way. Another year. Another chapter. CrossPoint Financial has been part of this city’s rhythm for over 25 years, through all the seasons that matter. Here’s to a great start to the school year.

CrossPoint Financial · Ottawa · Invest with Purpose

08/28/2026

There’s something about the last Friday of August. The summer isn’t quite over, but you can feel the shift coming. Schedules filling back in. That list of things you said you’d get to. At CrossPoint Financial, we think this in-between moment is actually a good one. A chance to take stock, look ahead, and feel grounded about what comes next. How ever your summer went, we hope it was a good one.

CrossPoint Financial · Ottawa · Invest with Purpose

08/26/2026

August has a quiet energy to it. The pace slows down just enough to look up. To notice how far the year has come. To think about what the next few months might hold.
It’s one of those months that reminds us why having a plan matters. Not because everything goes according to it, but because it gives you something solid to come back to. Here’s to finishing the year with intention.

CrossPoint Financial · Ottawa · Invest with Purpose

07/01/2026

Happy Canada Day, Ottawa.

There's something special about celebrating this day in the city where it all began, flags lining the streets, fireworks over the Hill, and a community that shows up for itself, year after year.

At CrossPoint Financial, we've spent over 25 years helping families across this city build lives worth celebrating. Today, we're simply grateful, for the clients who trust us, the community that's shaped us, and the country that gives us so much to be proud of.

Wishing you and your family a wonderful Canada Day, however you're spending it.

🇨🇦 From all of us at CrossPoint Financial.

05/13/2026

Investing with purpose means your portfolio reflects more than just returns. It reflects your goals, your timeline, and what you want your wealth to accomplish over time.

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.

04/30/2026

Great financial advice goes beyond numbers. At CrossPoint Financial, client service means understanding the full picture. Your goals, your concerns, your values, and the life behind every decision. It is not about quick answers or one size fits all solutions. It is about consistency, thoughtful guidance, and being present through every stage of life. Because real planning is built on relationships, not transactions.

04/27/2026

Retirement planning is not just about reaching a number. It is about understanding what you want your days to look like, how you want to spend your time, and what kind of security gives you peace of mind.

Clarity around lifestyle, income needs, and long term goals creates confidence for the years ahead.

04/23/2026

A well designed portfolio considers time horizon, comfort with risk, income needs, and long term objectives. Thoughtful structure supports consistency, especially during changing market environments.

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

Website

https://www.crosspointfinancial.ca/

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