Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
  • 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
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning
    • 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
  • 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
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning
    • 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
Jeffrey Sheldon headshot px

Jeffrey Sheldon

Chief Executive Officer & Co-Founder
Sally Taylor, COO

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, Private Wealth 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

Private Wealth Manager
Brad Flecke

Brad Flecke

Private Wealth Manager (US and Canada), In-House U.S. Immigration Counsel (US)
Renée Bellefeuille

Renée Bellefeuille

Private Wealth Manager
Nazia Rehmen, Trader

Nazia Rehman

Trader
cp del zotto

Sarah Del Zotto

Associate Private Wealth Manager
Jeremy Kralt

Jeremy Kralt

Client Relationship Specialist
copeland melanie cp

Melanie Copeland

Client Relationship Specialist
Katrina Cardinal Point

Katrina Florendo

Client Relationship Specialist
Maisha Chowdhury

Maisha Chowdhury

Client Relationship Specialist
Cardinal Point Staff

Molly Gonsalves

Client Relationship Specialist
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Jared Navarro

Client Relationship Specialist
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Chase Ritchie

Client Relationship Specialist
Cardinal Point Staff

Amanda Porcelli

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

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 © 2022. Cardinal Point Wealth Management Partners, LLC and Cardinal Point Capital Management ULC All Rights Reserved.

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. 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 the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.