Published March 31, 2023
Calgary, Alberta-based RT Mosaic Wealth Management will be joining Focus’s partner Cardinal Point Capital Management.
For Cardinal Point, this transaction is the second since becoming a Focus partner in late 2021, and its strategic goal with this deal is to deepen its footprint in Western Canada while adding to its leadership team. Cardinal Point and RT Mosaic have operated with very similar financial planning and investment philosophies.
RT Mosaic is an integrated wealth management firm providing financial planning and investment advisory services to affluent individuals and families. This transaction will provide RT with expanded operational and service capabilities.
Focus continues to provide growth capital and M&A expertise, giving synergies and scale that allow its independent partner firms to act on opportunities to grow their businesses.
About Focus Financial Partners Inc.
Focus Financial Partners Inc. is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
About Cardinal Point
Cardinal Point is an independent cross-border wealth management firm with offices in both the United States and Canada. Cardinal Point provides personalized cross border investment management, cross border estate planning, cross border tax planning, cross border wealth management, and cross-border financial planning solutions to affluent individuals and families located in both the United States and Canada.
For more information about Cardinal Point, please visit https://cardinalpointwealth.com/
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus’ current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus’ operations and business environment, including the impact of the conflict in Ukraine, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus’ filings with the Securities and Exchange Commission.
Company Name: Cardinal Point Wealth Management
Contact Person: Jeff Sheldon
Email: Send Email
Country: United States