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Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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

Leadership

Jeff Sheldon, Cardinal Point

Jeffrey Sheldon

Chief Executive Officer
Sally Taylor

Sally Taylor

Chief Operating & Financial Officer
Matt Carvalho

Matt Carvalho

Chief Investment Officer
Matt Zeinty

Matthew Zienty

Chief Compliance Officer
Jeff Adema

Jeffrey Adema

President, Wealth Management, Cross Border
Robert Bard

Robert Bard

President, Wealth Management, Montreal Operations
Terry Ritchie, Cross Border Specialist

Terry Ritchie

Senior Director/Private Wealth Manager
Wehril, cardinal point

Isabelle Wehrli

Portfolio Manager & Senior Director of Montreal Operations

Wealth Management and Financial Planning

Kris Rossignoli

Kris Rossignoli

Senior Private Wealth Manager
Matt B Cardinal Point Wealth

Matthew Bacchiochi

Senior Private Wealth & Portfolio Manager
Eric Gibouleau, Cardinal Point Wealth

Eric Gibouleau

Portfolio Manager & Senior Director of Active Strategies
John McCord

John McCord

Senior Private Wealth & Portfolio Manager
Chris Rawles Cardinal Point

Chris Rawles

Private Wealth & Portfolio Manager
Spencer Tilley

Spencer Tilley

Private Wealth & Portfolio Manager, Director, Calgary Operations
Michael Hinterlong

Michael Hinterlong

Senior Portfolio Manager & Trading Director
Mary Daly

Mary Daley

Private Wealth & Portfolio Manager
A Bruce Gill, Cardinal Point Wealth

Bruce Gill

Portfolio Manager
Jeff MacDonald

Jeff MacDonald

Portfolio Manager
Emma Yu He, Cardinal Point

Emma Yu He

Private Wealth & Portfolio Manager
Jennifer Cardinal Point

Jennifer Strymecki

Private Wealth Manager
Andrew Kingston Cardinal Point Wealth

Andrew Kingston

Private Wealth & Portfolio Manager
Brad Flecke, Cardinal Point Wealth

Brad Flecke

Private Wealth Manager
Lizabeth Flores, Cardinal Point

Lizabeth Flores

Portfolio Manager
Robert Hamou CP Wealth

Robert Hamou

Portfolio Manager & Derivative Advising Representative
David Miller, Cardinal Point

David Miller

Private Wealth & Portfolio Manager
Don Lato, Cardinal Point Wealth

Don Lato

Portfolio Manager
Karen Rogers Sim

Karen Rogers Sim

Tax Manager
Christina Artem, Cardinal Point

Christina Artem

Economist

Client Support

cp del zotto

Sarah Del Zotto

Client Accounting Director
Jeremy Kralt

Jeremy Kralt

Portfolio & Operations Director
copeland melanie cp

Melanie Copeland

Client Relationship Services Director
Molly Gonsalves, Cardinal Point

Molly Gonsalves

Senior Client Services Manager
Amanda Porcelli

Amanda Porcelli

Client Onboarding Manager
Jason Dubbeldam, Trader Cardinal Point Wealth

Jason Dubbeldam

Portfolio Manager (Canada)
Isabella Leon

Isabella Leon

Senior Client Relationship Specialist
Cardinal Point Staff

Elvira Notz

Senior Accounting Administrator & Client Relationship Specialist
Aiden Cameron, Cardinal Point Wealth

Aidan Cameron

Portfolio Analyst
Curtis Glencross

Curtis Glencross

Business Development Strategist
chantal cassar cardinal point

Chantal Cassar

Client Relationship Specialist
Mihaela Blaga

Mihaela Blaga

Client Relationship Specialist
Cesar Cardinal Point Wealth

Cesar Guardado

Client Relationship Specialist & Special Projects Coordinator
Chase Ritchie Client Relationship Specialist

Chase Ritchie

Client Relationship Specialist & Planning Associate
Lauren CP

Lauren Gorai

Client Relationship Specialist
Ryan Siegle Cardinal Point

Ryan Siegle

Client Relationship Specialist & Planning Associate
maria bosch, CP

Maria Bosch

Receptionist (Montreal)
Seany Cardinal Point

Seany Peykarnegar

Receptionist (Montreal)

Compliance

Devyn Anderson Cardinal Point

Devyn Anderson, J.D.

Compliance Associate

Ambassadors

Robert Craig, Cardinal Point Wealth

Robert Craig

Ambassador
Brian Howard

Brian Howard

Ambassador
David Sheridan Cardinal Point Wealth

David Sheridan

Ambassador