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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

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Employer Years Dates
Cardinal Point Wealth Management, LLC 8 months, 2 weeks Apr 2018 - Present
Cardinal Point Capital Management Inc. 8 months, 2 weeks Apr 2018 - Present
Cardinal Point Capital Management Inc. 8 years, 10 months Jun 2009 - Apr 2018
Connor, Clark & Lunn 1 year, 3 months Feb 2008 - May 2009
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Jeremy Dirk Kralt?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Dec 11, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cardinal Point Capital Management Inc.

Last updated on June 12, 2017
    • $179.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $164.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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