Cardinal Point acquires Seabank

By Staff | July 19, 2013 | Last updated on July 19, 2013
1 min read

Cardinal Point Wealth Management, Inc. has announced it has acquired Seabank Capital Management Inc.

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Cardinal Point Wealth Management, Inc. is a Canadian-based, fee-only financial planning firm that specializes in assisting affluent individuals and families in the U.S. and Canada with their domestic and cross-border financial planning. The firm is part of the Cardinal Point Group of Companies, which also includes Cardinal Point Wealth Management, LLC, a provider of investment, financial and cross-border planning services in the U.S.

Seabank Capital Management Inc. is a Vancouver-based boutique investment firm. Seabank specializes in providing cross-border advice and investment management services to citizens and ex-patriots living in Canada and the U.S. The firm is a registered investment advisor in the U.S. and a registered portfolio manager in Canada.

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Advisor.ca staff

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.