Cardinal Point Wealth Management & Cardinal Point Capital Management

Facts about Cardinal Point Wealth Management & Cardinal Point Capital Management

Description

YOUR CROSS-BORDER FINANCIAL ADVISOR We are dedicated to helping affluent families oversee their ongoing U.S., Canada and cross-border fin...

Website

cardinalpointwealth.com

HQ Location

Toronto, Ontario, Canada

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Social media accounts of Cardinal Point Wealth Management & Cardinal Point Capital Management

@cardinalpointwm

Facebook

@cardinal-point-wealth-management

Cardinal Point Wealth Management & Cardinal Point Capital Management employees

James Sheldon

Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management

Jeff Sheldon

Chief Executive Officer

Terry Ritchie

VP, Private Wealth Manager, Partner

Kris Rossignoli

Cross-Border Tax & Financial Planner

John McCord

Vice President, Private Wealth Manager

Jennifer Strymecki

Director, Financial Planning and Client Service

Karen Sim

Tax Manager with Cardinal Point Capital Management

Michael Hinterlong

Portfolio Manager

Sandi Rossi

Senior Portfolio Manager

John Rice

Portfolio Manager at Cardinal Point Wealth Management and Cardinal Point Capital Management

Melanie Copeland

Client Relationship Specialist

Chase Ritchie

Client Relationship Specialist

Jeremy Kralt

Client Relationship Specialist

Lucas Wennersten

Private Wealth Manager

Jared Navarro

Client Relationship Specialist

Sally Taylor

Chief Operating Officer

Matt Carvalho

Chief Investment Officer

Jeff Adema

Private Wealth Manager

Private Tax and Wealth Manager

Frequent questions about Cardinal Point Wealth Management & Cardinal Point Capital Management

How many employees does Cardinal Point Wealth Management & Cardinal Point Capital Management have?

Cardinal Point Wealth Management & Cardinal Point Capital Management has approximately 11-50 employees.

What is Cardinal Point Wealth Management & Cardinal Point Capital Management's industry?

Cardinal Point Wealth Management & Cardinal Point Capital Management is involved in the industry of Financial Services.

Where is Cardinal Point Wealth Management & Cardinal Point Capital Management's headquarters?

Cardinal Point Wealth Management & Cardinal Point Capital Management's headquarters is located in Toronto, Ontario, Canada.

What is the website of Cardinal Point Wealth Management & Cardinal Point Capital Management?

You may visit their official website at https://cardinalpointwealth.com

What's the official twitter of Cardinal Point Wealth Management & Cardinal Point Capital Management

The twitter username of Cardinal Point Wealth Management & Cardinal Point Capital Management is @cardinalpointwm

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