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
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Jeffrey Sheldon, Chief Executive Officer & Co-Founder

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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.

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Our Story

Cardinal Point is an independent cross-border wealth management firm with offices in both the U.S. and Canada. We focus on providing personalized investment, estate, tax and cross-border financial planning solutions to affluent individuals and families.

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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.