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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cardinal Point Wealth Management, LLC 1 year, 1 month May 2018 - Present
Cardinal Point Capital Management Inc. 1 year, 1 month May 2018 - Present
Loring Ward Securities Inc. 8 years, 4 months Dec 2009 - Apr 2018
Bellatore 1 year, 7 months May 2008 - Dec 2009
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Matthew J Carvalho?
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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
    None
  • as of date
    Jun 12, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jun 13, 2019
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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