Cesar Guardado is a Client Relationship Specialist and Special Project Coordinator at Cardinal Point, bringing over 10 years of experience in the financial services industry. He excels at supporting client account management, onboarding processes, and relationship development. He is known for his proactive approach to addressing client needs and his ability to work efficiently under pressure.
Before joining Dorchester Wealth Management, a Cardinal Point predecessor firm, Cesar honed his skills at one of Canada’s largest transfer agents, where he gained invaluable experience in client-relationship building and problem-solving. He holds a Certificate in Entrepreneurship from McGill University and has completed the Canadian Securities Course (CSC).