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RT Mosaic Wealth Management to Join Focus Partner Firm Cardinal Point, Increasing Cardinal Point’s Scale and Enhancing Its Western Canadian Presence

August 11, 2022 By Cardinal Point Wealth

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.

Mosaic Wealth Management

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.

Get up to date on all the details in this article.

Read Press Release

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“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.