Focus Financial Partners has its eye on Canada with the announcement that a Toronto firm will become its fifth wealth management “hub.”
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Focus Financial announced Monday that Toronto-based
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Cardinal Point, which has roughly $2.16 billion under management, was acquired by Focus Financial in 2021. The firm specializes in managing wealth across the U.S.-Canadian border. It provides investment management and estate, tax, and financial planning to businesses and high net worth clients.
“Cardinal Point has a differentiated value proposition in the Canadian market as one of the only full-service, cross-border wealth management firms,” Focus Financial CEO Michael Nathanson said in a statement.
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He added that Cardinal Point will lead “Focus’ consolidation and expansion efforts in Canada.”
Focus Financial embarked on its internal reorganization
Last month, for instance,
Focus Financial and its affiliated firms now oversee more than $400 billion in assets.
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