Parties
Company
Focus Financial Inc.
Company
Cardinal Point Capital Management, ULC
Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, has announced that Cardinal Point Capital Management, ULC has become its latest hub firm as part of its evolved strategy, reflecting the importance it places on Canada as a key growth market.
Founded in 2009 and headquartered in Toronto, ON, Cardinal Point is a leader in cross-border wealth management, providing investment management and estate, tax, and financial planning solutions to its high-net-worth and business-management clients across the United States and Canada.
Cardinal Point joins The Colony Group, Kovitz Investment Group, SCS Financial and Gelfand, Rennert and Feldman as the fifth Focus hub.
Deal Type
Merger & AcquisitionIndustry
Banking/FinanceTransaction
Undisclosed/ConfidentialDeal Status
ClosedClosing Date
06 January 2025