Cardinal Point Wealth Management, ULC Revenue
Financial Services • 
Toronto, Ontario, Canada • 51-100 Employees
Cardinal Point Wealth Management, ULC revenue & valuation
| Annual revenue | $5,500,000 |
| Revenue per employee | $108,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,600,000 |
| Total funding | No funding |
Key Contacts at Cardinal Point Wealth Management, ULC
Eric Gibouleau
Portfolio Manager & Senior Director Of Active Strategies
Michael Hinterlong
Senior Portfolio Manager And Trading Director
Sarah Del Zotto
Client Accounting Director
Gordon Hansford
Director Of Sports And Entertainment Wealth Management
Company overview
| Headquarters | 1243 Islington Ave, Suite 903, Toronto, Ontario M8X 1Y9, CA |
| Phone number | +11084204 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Canada And U.S. Investment Management, Canadian Financial Planning, Cross-Border Financial And Estate Planning, Cross-Border Tax And Retirement Planning, Cross-Border Transition Planning, U.S. Financial Planning, Cross-Border Wealth Management |
| Employees | 51-100 |
| Socials |
Cardinal Point Wealth Management, ULC Email Formats
Cardinal Point Wealth Management, ULC uses 5 email formats. The most common is {first initial} (e.g., j@cardinalpointwealth.com), used 35.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cardinalpointwealth.com | 35.1% |
{first initial}{last name} | jdoe@cardinalpointwealth.com | 21.6% |
{first name}.{last name} | john.doe@cardinalpointwealth.com | 16.2% |
{first initial}.{last name} | j.doe@cardinalpointwealth.com | 8.1% |
{first name} | john@cardinalpointwealth.com | 8.1% |
About Cardinal Point Wealth Management, ULC
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families. Cardinal Point specializes in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Wherever our clients call home, we offer tailored wealth, financial and tax planning services, coupled with a disciplined approach that includes investment policy creation, asset allocation, and portfolio management. Our clients seek a long-term relationship with a trusted wealth manager who fully understands their desire to simplify their financial lives—to build and protect their investments, to create a family legacy, and find a more efficient and satisfying approach to managing their wealth.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Cardinal Point Wealth Management, ULC has 16 employees across 3 departments.
Departments
Number of employees
Funding Data
Cardinal Point Wealth Management, ULC has never raised funding before.
Cardinal Point Wealth Management, ULC Tech Stack
Discover the technologies and tools that power Cardinal Point Wealth Management, ULC's digital infrastructure, from frameworks to analytics platforms.
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Customer data platform
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Programming languages
Qatar
South Africa
Norway
Finland
Frequently asked questions
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