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Advisor spotlight: Following the snowbirds, Canadian firm expands south

Cardinal Point bore up under a year-long paperwork gauntlet; second U.S. office already in the works

Wednesday, February 9, 2011 – 3:08 PM by Steve Garmhausen
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Jeff Sheldon: We’d had a lot of prospective clients referred our way in the United States, be we always had to turn them down. We just got tired of this.


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