| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Matthew Zienty | Chief Compliance Officer | Under 5% | 2020 |
| Focus Canada Wealth Management Holdings Ulc Control | Shareholder, Voting Shares | Over 75% | 2024 |
| Gmg Private Counsel Ulc Control | Shareholder, Non-Voting Shares | Over 75% | 2024 |
Cardinal Point Capital Management, Ulc reports $2.2 billion in regulatory assets under management on its Form ADV.
Cardinal Point Capital Management, Ulc reports 43 employees.
Cardinal Point Capital Management, Ulc is based in Toronto, on and has been SEC-registered since 2006.
Cardinal Point Capital Management, Ulc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3280 Bloor Street West, Centre Tower, Suite 500, Toronto, on M8X 2X3 |
| Phone | 866-213-2036 |
| Fax | 416-849-4842 |
| Office hours | 7:30 a.m. To 4:30 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $2.23B |
| Non-discretionary | $20.6M |
| Total (RAUM) | $2.25B |