Cardinal Point Athlete Advisors | Focus Partners Canada
Financial-Services
Website
Company Tagline
We are a multi-family office dedicated to a select group of engaged, elite professional hockey players and athletes.
Industry Category
Business Keywords
Company Description
Cardinal Point Athlete Advisors | Focus Partners Canada is a leading financial services provider dedicated to serving a select group of elite professional hockey players, athletes, and affluent private clients. With a commitment to helping clients achieve their financial goals and live life on their own terms, Cardinal Point Athlete Advisors | Focus Partners Canada employs a comprehensive GOALS MATTER process to ensure financial success and peace of mind. Located at its primary address at 3280 Bloor St W, 500, Etobicoke, Ontario M8X 2X3, CA, and with an additional office at 5 Donald St, Winnipeg, Manitoba R3L 2T4, CA, the firm is well-positioned to serve clients across Canada and beyond.
Established in 2003, Cardinal Point Athlete Advisors | Focus Partners Canada specializes in a range of financial services, including investment management, portfolio management, risk management, financial planning, athlete management, and tax minimization. The firm's expertise in these areas allows it to provide tailored solutions to meet the unique needs of its high-profile clientele. Cardinal Point Athlete Advisors | Focus Partners Canada is dedicated to building long-term relationships with its clients, offering personalized attention and expert guidance every step of the way.
Cardinal Point Athlete Advisors | Focus Partners Canada’s dedication to excellence and client satisfaction has made it a trusted partner for professional athletes and affluent individuals seeking comprehensive financial management services. We invite the management of Cardinal Point Athlete Advisors | Focus Partners Canada to create a customized and exclusive company showcase and product listing on our platform, further enhancing their visibility and reach.
Cardinal Point Athlete Advisors | Focus Partners Canada est un fournisseur de services financiers de premier plan dédié à un groupe restreint de joueurs de hockey professionnels, d'athlètes et de clients privés fortunés. Avec un engagement à aider ses clients à atteindre leurs objectifs financiers et à vivre leur vie selon leurs propres conditions, Cardinal Point Athlete Advisors | Focus Partners Canada utilise un processus GOALS MATTER complet pour assurer le succès financier et la tranquillité d'esprit. Située à son adresse principale au 3280 Bloor St W, 500, Etobicoke, Ontario M8X 2X3, CA, et avec un bureau supplémentaire au 5 Donald St, Winnipeg, Manitoba R3L 2T4, CA, l'entreprise est bien positionnée pour servir ses clients à travers le Canada et au-delà.
Fondée en 2003, Cardinal Point Athlete Advisors | Focus Partners Canada se spécialise dans une gamme de services financiers, y compris la gestion des investissements, la gestion de portefeuille, la gestion des risques, la planification financière, la gestion des athlètes et la minimisation fiscale. L'expertise de l'entreprise dans ces domaines lui permet de fournir des solutions sur mesure pour répondre aux besoins uniques de sa clientèle de haut niveau. Cardinal Point Athlete Advisors | Focus Partners Canada se consacre à l'établissement de relations à long terme avec ses clients, en offrant une attention personnalisée et des conseils d'experts à chaque étape du processus.
Le dévouement de Cardinal Point Athlete Advisors | Focus Partners Canada à l'excellence et à la satisfaction de ses clients en a fait un partenaire de confiance pour les athlètes professionnels et les particuliers fortunés à la recherche de services complets de gestion financière. Nous invitons la direction de Cardinal Point Athlete Advisors | Focus Partners Canada à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, améliorant ainsi davantage leur visibilité et leur portée.
Key Personnel / Employees
Compare Companies Side by Side
Compare Cardinal Point Athlete Advisors | Focus Partners Canada with 3 companies in Financial-Services
| Comparison Field |
Cardinal Point Athlete Ad...Main Company |
AR Digital WealthView Profile |
B-Sure BrokersView Profile |
GHP Investment Advis...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1991 | 1995 | |
|
Company Size
|
— | 51-200 | 11-50 | 11-50 |
|
City
|
Etobicoke, Ontario | Mumbai, Maharashtra | Klerksdorp, North West | Denver, Colorado |
|
Country
|
Canada | India | United States | |
|
Skills & Keywords
Comparing with main company
|
13 Total Skills
Financial Services
Wealth Management
Investment Advisory
Athlete Financial Planning
Portfolio Management
Risk Management
Tax Planning
Investing
Hockey
NHL
Financial Planning
Athlete Management
Tax Minimization
|
18 Total
2 Common
16 Unique
Match
15%
Common Skills:
Investment Advisory
Wealth Management
Unique Skills:
Debentures
Emerging HNI's
Equity Markets
Financial Advisory
Financial Markets
HNI
+10
|
6 Total
6 Unique
Unique Skills:
Emergancy Assist
Estate Planning
Group Benefits
Heavy Haulage Insurance
Retirement Planning
Short Term Insurance
|
5 Total
1 Common
4 Unique
Match
8%
Common Skills:
Tax Planning
Unique Skills:
Business Advisory Services
Education Planning
Estate Planning
Financial Concierge Services
|
4
Total Companies1991
Oldest Founded3
Countries38
Unique SkillsSimilar Companies
Other organizations in the same industry
WIT Invest | XP Investimentos
Financial-ServicesUma sofisticada plataforma de investimentos focada em atender o interior de SP
Alternative Company Names
This company is also known as