JS
JS
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
144 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$261.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
Fee schedule is for U.S.-based clients. Canada-based clients have a different fee schedule. Fees are negotiable and may vary based on several factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
3280 Bloor Street West, Centre Tower, Suite 500, Toronto, On, M8X 2X3
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Transition Financial Advisors Group, LLC
November 2025 - Present · 4 mos
Previous Registrations
Cardinal Point Wealth Management
May 2023 - July 2025 · 2 yrs 2 mos
Cardinal Point Wealth Management
November 2021 - July 2022 · 8 mos
Cardinal Point Wealth Management, LLC
September 2017 - November 2021 · 4 yrs 2 mos
Cardinal Point Capital Management, Ulc
August 2017 - July 2022 · 4 yrs 11 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.