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Cardinal Point Capital Management Uniform CRS Client Relationship Summary November 23, 2021 Introduction Our firm, Cardinal Point Capital Management ULC is an investment adviser registered with the

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What is cardinal point capital management?

Cardinal Point Capital Management is a financial management firm that provides investment advisory services to clients.

Who is required to file cardinal point capital management?

Investment firms and financial institutions are required to file cardinal point capital management.

How to fill out cardinal point capital management?

Cardinal Point Capital Management can be filled out online through the designated platform provided by the regulatory authorities.

What is the purpose of cardinal point capital management?

The purpose of cardinal point capital management is to ensure transparency and compliance in the financial industry.

What information must be reported on cardinal point capital management?

Information such as assets under management, investment strategies, and client profiles must be reported on cardinal point capital management.

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