James Sheldon Email & Phone Number

Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management @ Cardinal Point Capital Management, ULC

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James Sheldon Location

Toronto, ON, CA

James Sheldon Work

2019 - now Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management @ Cardinal Point Capital Management, ULC
2010 - 2019 CEO and Managing Director @ Cardinal Point Capital Management, ULC
1998 - 2010 Branch Manager @ Assante Capital Management Ltd

1998 - 2010 Financial Advisor @ Assante Capital Management Ltd

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James Sheldon Education

York University
MSc
1980 - 1981
University of Guelph
BSc (Marine Biology)
1970 - 1974
University of Toronto

James Sheldon Skills

Wealth Management
Strategic Financial Planning
Investment Strategies

Risk Management
Estate Planning
Investments
Portfolio Management
Financial Advisory
Investment Advisory
Retirement Planning

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James Sheldon Summary

James Sheldon, based in Toronto, ON, CA, is currently a Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management at Cardinal Point Wealth Management & Cardinal Point Capital Management. James Sheldon brings experience from previous roles at Cardinal Point Wealth Management and Assante Capital Management Ltd. James Sheldon holds a 1980 - 1981 MSc @ York University. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investment Strategies, Risk Management, Estate Planning and more. James Sheldon has 1 emails on RocketReach.

James Sheldon Emails

Found 1 emails

@cardinalpointwealth.com

James Sheldon Phone Numbers

Found 1 phone numbers

210669XXXX

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Top Cardinal Point Capital Management, ULC Employees

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James Sheldon

Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management at Cardinal Point Capital Management, ULC

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Spencer Tilley

Private Wealth and Portfolio Manager at Cardinal Point Capital Management, ULC

Calgary, AB, CA
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David Miller

Private Wealth and Portfolio Manager at Cardinal Point Capital Management, ULC

Calgary, AB, CA
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