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Cardinal Point Wealth Management’s Jeff Sheldon Featured in InvestmentNews

October 5, 2021 By Cardinal Point Wealth

Cardinal Point’s founder Jeff Sheldon was recently featured in InvestmentNews. The article provides a brief overview of the history of Cardinal Point Wealth Management including Jeff’s inspiration and the organic growth the company has enjoyed over the years.

A few highlights:

  • Cardinal Point Wealth Management launched in 2009.
  • Jeff Sheldon is a dual citizen in the U.S. and Canada and has dealt with cross-border realities throughout his life.
  • Though many of the advisory firm’s clients are Canadian snowbirds, Cardinal Point also serves young professionals whose work takes them to both the U.S. and Canada.
  • Cardinal Point’s growth over the years has primarily been organic. The company relies on a strong web presence to draw clients.
  • Focus Financial Partners is acquiring Cardinal Point.

Read the entire feature in the article here.

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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.