James Sheldon, CEO and Co-Founder

James Sheldon is the CEO and co-founder of Cardinal Point. James specializes in managing the financial affairs of wealthy individuals, families and non-profit organizations. Through his years of industry experience as an investment advisor in both the United States and Canada, James has developed comprehensive investment, cross border and financial planning solutions for the unique wealth management needs of high net-worth clients. Prior to working in the financial services industry, James owned and operated a number of international companies. His extensive business experience has given him an in-depth understanding of the needs of entrepreneurs and small business owners. James holds a Bachelor of Science degree from the University of Guelph, a Master of Science degree from York University, as well as a Bachelor of Education degree from the University of Toronto. James is also a board member with the Canada California Business Council.

Copyright © 2016. Cardinal Point Wealth Management, LLC and Cardinal Point Capital Management Inc. All Rights Reserved.