Further, if distributions do occur as a beneficiary in Canada, Cardinal Point will help to optimize the use of foreign tax credits available in Canada and assist with the administration and tax ...

TORONTO--(BUSINESS WIRE)--Cardinal Point Wealth Management (“Cardinal Point” or “CPWM”), an independent cross-border wealth management firm with offices in the United States and Canada, announced ...

Focus Financial is ringing in the new year by marking a major expansion to its internal consolidation strategy. On Monday, Focus Financial Partners announced Cardinal Point Capital Management as its ...

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, has announced that Focus ...