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.