As a result of the deal, RT Mosaic is anticipated to have greater operational and service capabilities. The merged company will have deeper and broader client service capabilities. By completing this deal, Cardinal Point will increase its presence in Calgary and bolster its leadership team with two seasoned advisors.
Chris Rawles, Co-Founder of RT Mosaic, said: “Having known Cardinal Point for some time, we are excited to be joining their team. They share our deep commitment to helping clients achieve financial security.”
“This transaction allows us to continue providing our clients with excellent service, while also being able to leverage Cardinal Point’s platform and expertise to further enhance the experience for our clients,” added Spencer Tilley, Co-Founder of RT Mosaic.
Rudy Adolf, Founder, CEO, and Chairman of Focus was likewise pleased with the move.
“RT Mosaic is a strategic transaction that will help Cardinal Point further their Western Canadian reach and enhance their financial planning and investment management capabilities,” Adolf said. “Additionally, this is the second transaction for Cardinal Point since joining Focus last November.
