Cardinal Point Wealth Management & Cardinal Point Capital Management
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families...load more
Cardinal Point Wealth Management & Cardinal Point Capital Management's Basic Information
Industry
Financial Services
Headquarters
Toronto, Ontario, Canada
Founded Year
2009
Headcount
11 - 50 ( View All )
Specialties
Canada and U.S. Investment ManagementCanadian Financial PlanningU.S. Financial PlanningCross-Border Financial and Estate PlanningCross-Border Transition PlanningCross-Border Tax and Retirement Planning
Cardinal Point Wealth Management & Cardinal Point Capital Management's Competitors
Magyar Cetelem Bank
View all employeesInvestuotoju asociacija
View all employeesEssurance
View all employeesEmployee Insights
Cardinal Point Wealth Management & Cardinal Point Capital Management's Top Employees
Sarah del Zotto
Financial Service Associate
Phone Email
Matt Carvalho
Chief Investment Officer
Phone Email
Jeff Sheldon
Chief Executive Officer
Phone Email
James Sheldon
CEO and Managing Director
Phone Email
Terry Ritchie
VP, Private Wealth Manager, Partner
Phone Email
Frequently Asked Questions Regarding Cardinal Point Wealth Management & Cardinal Point Capital Management
Where is Cardinal Point Wealth Management & Cardinal Point Capital Management's headquarter located?
Cardinal Point Wealth Management & Cardinal Point Capital Management's headquarter are located at Canada.
How many employees does Cardinal Point Wealth Management & Cardinal Point Capital Management have?
Cardinal Point Wealth Management & Cardinal Point Capital Management has 11 - 50 employees.
What is Cardinal Point Wealth Management & Cardinal Point Capital Management's official website?
Cardinal Point Wealth Management & Cardinal Point Capital Management's official website is http://cardinalpointwealth.com
What industry does Cardinal Point Wealth Management & Cardinal Point Capital Management belong to?
Cardinal Point Wealth Management & Cardinal Point Capital Management is in the industry ofFinancial Services
What does Cardinal Point Wealth Management & Cardinal Point Capital Management do?
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families...
What specialty does Cardinal Point Wealth Management & Cardinal Point Capital Management have?
Canada and U.S. Investment ManagementCanadian Financial PlanningU.S. Financial PlanningCross-Border Financial and Estate PlanningCross-Border Transition PlanningCross-Border Tax and Retirement Planning
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