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CARDINAL POINT WEALTH MANAGEMENT
TORONTO, ON
866-213-2036
SEC #801-66719Total AUM
$4.8B
Employees
56Clients
2,387Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3280 BLOOR STREET WEST, CENTRE TOWER
SUITE 500
TORONTO, ON
M8X 2X3
Canada
SUITE 500
TORONTO, ON
M8X 2X3
Canada
Operating Hours
7:30 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
866-213-2036
Other Offices
3
Financials
Total AUM
$4.8B
Accounts
8,857Discretionary
$4.8B
Accounts
8,826Non-Discretionary
$20.5M
Accounts
31
Clients
Individual Clients
1,041AUM
$529.4M
HNW Individual Clients
1,134AUM
$3.6B
Charitable Organization Clients
17AUM
$65.3M
Corporation or Business Clients
195AUM
$570.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES, TAX PREPARATION AND COMPLIANCE; CREDIT & CASH MGMT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAILMAMDMIMNMONCNENHNJNVNYOHPASCTNTXVAWA
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.