CrossPoint Financial

Meet the person behind the plan. Brent Vandermeer has spent over 25 years getting to know the people he works with, their families, their goals, and what they’re really working toward.
As co-founder and Managing Partner of CrossPoint Financial, Brent built this practice around a simple belief: that the relationship always comes before the numbers. Holding a CIM® designation and Fellow of the Canadian Securities Institute (FCSI®), he brings deep expertise to every conversation, and a genuine curiosity about the people on the other side of the table.

We’re introducing the CrossPoint team this fall, one person at a time.
crosspointfinancial.ca/about

Happy Labour Day weekend, Ottawa. A long weekend to slow down, spend time with the people you love, and soak up the last of the summer sun before fall takes over. From our team to yours, enjoy every minute of it.

CrossPoint Financial · Ottawa · Invest with Purpose

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

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

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

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.

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.

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.

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.

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.