SA
Sally Ann Taylor
CRD 4935024
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Cardinal Point Capital Management, Ulc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cardinal Point Capital Management, Ulc
Chief Operations Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗