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. Cardinal Point specializes in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Wherever our clients call home, we offer tailored wealth, financial and tax planning services, coupled with a disciplined approach that includes investment policy creation, asset allocation, and portfolio management. Our clients seek a long-term relationship with a trusted wealth manager who fully understands their desire to simplify their financial lives—to build and protect their investments, to create a family legacy, and find a more efficient and satisfying approach to managing their wealth.
View Top Employees from Cardinal Point Capital Management, ULCWebsite | http://www.cardinalpointwealth.com |
Revenue | $16 million |
Employees | 36 (36 on RocketReach) |
Founded | 2009 |
Address | 1243 Islington Ave, Suite 903, Toronto, Ontario M8X 1Y9, CA |
Phone | (416) 849-4842 |
Fax | (416) 913-1815 |
Technologies |
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Industry | Financial Services, Finance, Finance General, FinTech |
Web Rank | 3 Million |
Keywords | "Social Security" Canada "Income Tax", Cardinal Point Wealth, Cardinal Point Wealth Management, America Tax Residency For Canadian, Canada Citizen Receiving Ira Distribution From Us |
Competitors | AOG Wealth Management Inc., CI RegentAtlantic Private Wealth, Forvest SA, Petersen Hastings, The Harvest Group, Wealth Management, LLC |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies |
Looking for a particular Cardinal Point Capital Management, ULC employee's phone or email?
The Cardinal Point Capital Management, ULC annual revenue was $16 million in 2024.
Jeff Sheldon is the CEO of Cardinal Point Capital Management, ULC.
36 people are employed at Cardinal Point Capital Management, ULC.
Cardinal Point Capital Management, ULC is based in Toronto, Ontario.
The NAICS codes for Cardinal Point Capital Management, ULC are [5611, 561, 56111, 561110, 56].
The SIC codes for Cardinal Point Capital Management, ULC are [874, 87].