Cardinal Point Wealth Management

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Canadian Expat Network Profile of Jeff Sheldon

June 14, 2011 By Cardinal Point Wealth

This profile of Cardinal Point’s Jeff Sheldon on the Canadian Expat Network (CEN) talks about his transition to the U.S. and his role in starting a multi-office, cross-border financial planning firm. He also discusses how the firm is uniquely positioned to understand the Canadian mindset and cater to those specific financial planning and investment management challenges.

Filed Under: Cross-Border Wealth Management, interviews, press release Tagged With: Cross-Border Financial Advisor, cross-border wealth management, Jeff Sheldon

Advisor Spotlight: Following the Snowbirds, Canadian Firm Expands South

February 9, 2011 By Cardinal Point Wealth

This profile in RIABiz.com discusses how Cardinal Point is carving its niche as a cross-border wealth management business. President Jeff Sheldon recalls that the Canadian practice, which got its start in Toronto, continually lost clients who moved to the United States for work or retirement. The firm determined that there was enough opportunity to open up a U.S.-based RIA and co-brand it with the Canadian business. After a year of hard work and red tape, the U.S. firm began to bring on assets in January 2010 and now has two thriving offices on the West Coast (Newport Beach, CA) and East Coast (West Palm Beach, FL).

Filed Under: interviews, press release

Advisors Without Borders

October 1, 2010 By Cardinal Point Wealth

This Investment Executive profile looks at Cardinal Point CEO and Managing Director James Sheldon and his efforts to serve clients with interests in both Canada and the United States. Sheldon’s team has spent the last three years building a wealth management firm that provides full financial planning services on both sides of the border. The fee-only firm is built largely upon referrals and provides a select group of 80 families with a seamless process for transferring and managing wealth in both the U.S. and Canada.

Filed Under: Articles, Canada-U.S. Financial Planning Articles, Cross-Border Wealth Management, interviews, Investment Management Articles, press release Tagged With: Canada-U.S. financial planning, Cross-Border Financial Advisor, cross-border wealth management, Investment Management

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“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US 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 Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.