Focus Financial Establishes Hub Office in Toronto

“Cardinal Point is well positioned to lead Focus’ consolidation and expansion efforts in Canada,” Nathanson said. “Cardinal Point’s next chapter as a hub will enable the firm to extend the reach of its services while also expanding its capabilities for clients across the entirety of Focus — especially given its expertise in cross-border wealth management.”

Jeff Sheldon, co-founder and CEO of Cardinal Point, said his team is “excited to be an integral part of what Focus is building and by their continued commitment to the Canadian market.”

Cardinal Point joins The Colony Group, Kovitz Investment Group, SCS Financial and Gelfand, Rennert and Feldman as the fifth Focus hub. The full network’s assets under management are about $400 billion.

Pictured: Michael Nathanson