Jeffrey Sheldon is the Chief Executive Officer and co-founder of Cardinal Point. He grew up in a family of both Canadian and U.S. citizens and learned early in his professional career that there were few qualified financial service companies that could properly address his family’s complex cross-border financial planning requirements. To fill this void, Jeffrey set out ten years ago to build a premier fee-only, fiduciary, wealth management firm. And in drawing from his own personal experiences, he focused on creating an organization that could provide comprehensive and integrated cross-border investment management, financial, tax and estate planning services to both Canadians and Americans. Today, Cardinal Point has established itself as a leader in helping clients manage complex Canada-U.S. cross-border financial planning issues.
Prior to co-founding Cardinal Point, Jeffrey worked as a national business development and practice management consultant for a California-based financial turnkey asset management provider (TAMP) firm. Jeffrey began his career working for Assante Asset Management in Toronto as a regional business development associate in the Private Client division. He later became a partner in a financial advisory practice that focused on servicing high net-worth professionals and small business owners in Canada. Jeffrey has worked in the financial services industry for close to 20 years and holds a Bachelor of Arts degree from Queen’s University.