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 @
- 2010 - 2019 CEO and Managing Director @
- 1998 - 2010 Branch Manager @ Assante Capital Management Ltd
- now Financial Advisor @ Assante Capital Management Ltd
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
- Investment Management
- Asset Allocation
- High Net Worth Individuals
- Wealth
- Financial Planners
- Wealth Management Services
- Equities
- Retirement
- Tax
- Mutual Funds
- Insurance
- Finance
- Trading
- Securities
- Asset Management
- Financial Services
- Pensions
- Alternative Investments
- Financial Planning
- Microsoft Word
- Banking
- Strategy
- Social Media
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 & Cardinal Point Capital 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.
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