Jeff Adema is President of the Cross Border Division at Cardinal Point, Focus Partners Canada. In this role, he leads cross border financial advisory teams, spearheads business development initiatives, and delivers comprehensive investment, tax, financial planning, and wealth management solutions to high-net-worth clients across Canada and the U.S. With over 15 years of industry experience, Jeff is known for his ability to drive growth and foster innovation.
Before joining Cardinal Point, Jeff served as a Portfolio Manager at Schwab Private Client Services, managing portfolios for U.S. domestic clients. His career journey is uniquely diverse, having initially pursued a career in education, teaching in Canada, Japan, and Taiwan. This background fuels his passion for cross border wealth management and his commitment to educating, mentoring, and coaching clients and colleagues alike.
Jeff holds a Bachelor’s Degree in Education and a Bachelor of Arts in Social Sciences from The King’s University in Edmonton, Alberta. He is a dual-certified financial planner, holding both U.S. and Canadian CFP® designations, as well as a Canadian Chartered Investment Manager (CIM®) certification.
Beyond his professional accomplishments, Jeff is dedicated to community service. He serves as a board member for Matthew House of Arizona, where he leverages his financial expertise to support the organization’s mission. His volunteer work underscores his commitment to making a positive impact beyond the corporate sphere. In his personal time, Jeff enjoys traveling, engaging in sports, exploring the outdoors, and cherishing moments with his wife and three sons.