Focus extends merger strategy with Cardinal Point

Company

Focus Financial Inc.

Law Firm / Organization
Borden Ladner Gervais LLP (BLG)

Company

Cardinal Point Capital Management, ULC

Law Firm / Organization
Cardinal Point Wealth Management, LLC

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.

Merger & Acquisition
Banking/Finance
Undisclosed/Confidential
Closed
06 January 2025