John McCord s a Vice President and Portfolio Manager. With over 20 years of experience, John employs a holistic cross-border wealth management approach with an emphasis on client service as he oversees the financial planning of affluent families who live in Canada and the United States. He has earned the designation of Certified Financial Planner™ or CFP® from the Certified Financial Planner Board of Standards, Inc., Chartered Investment Manager or CIM® from the Canadian Securities Institute, Chartered Retirement Planning Counselor™ or CRPC® designation from the College for Financial Planning™ and Registered Trust and Estate Practitioner or TEP with the Society of Trust and Estate Practitioners. Prior to his role with Cardinal Point, John advised high-net worth individuals and institutional clientele within E*Trade Financial and the Merrill Lynch Private Client Group. John graduated with his Bachelors of Business Administration with a Concentration in Finance from Roanoke College.