Cardinal Point Wealth Management

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  • What We Do
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Advisors Without Borders

October 1, 2010 By Cardinal Point Wealth

This Investment Executive profile looks at Cardinal Point CEO and Managing Director James Sheldon and his efforts to serve clients with interests in both Canada and the United States. Sheldon’s team has spent the last three years building a wealth management firm that provides full financial planning services on both sides of the border. The fee-only firm is built largely upon referrals and provides a select group of 80 families with a seamless process for transferring and managing wealth in both the U.S. and Canada.

Filed Under: Articles, Canada-U.S. Financial Planning Articles, Cross-Border Wealth Management, interviews, Investment Management Articles, press release Tagged With: Canada-U.S. financial planning, Cross-Border Financial Advisor, cross-border wealth management, Investment Management

 
Cardinal Point Wealth Press Room

Featured Topics

  • Canada-U.S. Financial Planning
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How We Help

  • Cross-Border Financial & Tax Planning
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What We Do

  • Investment Management
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  • Cross-Border Financial & Tax Planning
  • Business Management for Athletes

Resources

  • Canadians in California
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  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Custodian Closed Your Cross-Border Investment Account?

Videos & Social Media

  • Americans in Canada: Investment Basics
  • Americans Selling Canadian Homes Face Tax Issues
  • Does it make financial sense to renounce your U.S. citizenship?
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“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.