Cardinal Point Wealth Management to Combine With GMG Private Counsel ULC (GAVIN Hockey Wealth Specialists) via CPWM Combination
May 20, 2024
Cardinal Point Wealth Management (CPWM) announced that GMG Private Counsel ULC, part of the GAVIN Hockey Wealth Specialists group, will combine with CPWM on or about June 1, 2024. The deal is aimed at expanding financial planning, wealth management, investment, and related services for active and retired professional hockey athletes, including broader investment capabilities and added tax expertise.
- Buyers
- Cardinal Point Wealth Management, GMG Private Counsel ULC
- Targets
- GMG Private Counsel ULC, Cardinal Point Athlete Advisors
- Sellers
- GAVIN Hockey Wealth Specialists (including GMG Private Counsel ULC and GAVIN entities referenced in the announcement)
- Platforms
- Cardinal Point Wealth Management
- Industry
- Wealth Management
- Location
- Canada
- Transaction Type
- Addon
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