Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

Contact Us | Client Login
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog

Leadership

MEET THE TEAM

Cardinal Point is proud to provide our clients with a team of experienced, multidisciplinary professionals, all of whom share a passion for creating long-term value for our clients

MEET THE TEAM

Cardinal Point is proud to provide our clients with a team of experienced, multidisciplinary professionals, all of whom share a passion for creating long-term value for our clients

Handshake and support
James Sheldon

James Sheldon

Chairman & Co-Founder
Jeff Sheldon, Cardinal Point

Jeffrey Sheldon

Chief Executive Officer & Co-Founder
Sally Taylor

Sally Taylor

Chief Operations Officer
Matt Carvalho

Matt Carvalho

Chief Investment Officer
Matt Zeinty

Matthew Zienty

Chief Compliance Officer
Terry Ritchie

Terry Ritchie

Vice President, Private Wealth Manager
John McCord

John McCord

Vice President, Portfolio Manager
Chris Rawles Cardinal Point

Chris Rawles

Portfolio Manager
Spencer Tilley

Spencer Tilley

Portfolio Manager
Michael Hinterlong

Michael Hinterlong

Portfolio Manager
Mary Daly

Mary Daley

Portfolio Manager
sloan casey

Casey Sloan

Cross-Border Tax & Financial Planner
Kris Rossignoli

Kris Rossignoli

Cross-Border Tax and Financial Planner
Karen Rogers Sim

Karen Rogers Sim

Tax Manager
adema jeff

Jeffrey Adema

Portfolio Manager
lucas

Lucas Wennersten

Portfolio Manager (U.S.)
Brad Flecke, Cardinal Point Wealth

Brad Flecke

Private Wealth Manager (US and Canada), In-House U.S. Immigration Counsel (US)
David Miller, Cardinal Point

David Miller

Portfolio Manager
Renée Bellefeuille

Renée Bellefeuille

Private Wealth Manager
Nazia Rehmen, Trader

Nazia Rehman

Trader
Emma Yu He, Cardinal Point

Emma Yu He

Portfolio Manager
cp del zotto

Sarah Del Zotto

Associate Private Wealth Manager
Jeremy Kralt

Jeremy Kralt

Senior Operations Manager
copeland melanie cp

Melanie Copeland

Client Relationship Director
Katrina Cardinal Point

Katrina Florendo

Senior Client Relationship Manager
Maisha Chowdhury

Maisha Chowdhury

Client Service Manager
Molly Gonsalves, Cardinal Point

Molly Gonsalves

Client Relationship Specialist
Jared Navarro, Cardinal Point

Jared Navarro

Client Relationship Specialist

Chase Ritchie

Client Relationship Specialist
Amanda Porcelli

Amanda Porcelli

Client Relationship Specialist
Ryan Siegle Cardinal Point

Ryan Siegle

Client Relationship Specialist

How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning
  • Business Management for Athletes

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • 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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Copyright © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“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.