Jeffrey Sheldon
Chief Executive Officer at Cardinal Point Capital Management ULC
Profile
Mr. Jeffrey S.
Sheldon is a Chief Executive Officer & Co-Founder at Cardinal Point Wealth Management Partners LLC and at Cardinal Point Capital Management ULC.
He has worked in the financial services industry for over 20 years.
Prior to co-founding Cardinal Point, Mr. Sheldon worked as a national business development and practice management consultant for a California-based financial turnkey asset management provider (TAMP) firm.
He began his career working for Assante Asset Management in Toronto as a regional business development associate in the Private Client division.
He later became a partner in a financial advisory practice that focused on servicing high net-worth professionals and small business owners in Canada.
He holds a Bachelor of Arts degree from Queen’s University.
Jeffrey Sheldon active positions
| Companies | Position | Start |
|---|---|---|
Cardinal Point Capital Management ULC
 Cardinal Point Capital Management ULC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cardinal Point Capital Management ULC is a Canadian company that provides investment advice. The company is based in Toronto, Canada. Cardinal Point Capital Management ULC was acquired by Focus Financial Partners, Inc. on November 01, 2021. The company was founded by Jeffrey Scott Sheldon and James Arthur Sheldon. Jeffrey Scott Sheldon has been the CEO since incorporation. | Chief Executive Officer | - |
Former positions of Jeffrey Sheldon
| Companies | Position | End |
|---|---|---|
Cardinal Point Wealth Management Partners LLC
 Cardinal Point Wealth Management Partners LLC Investment ManagersFinance Cardinal Point Wealth Management Partners LLC (Cardinal Point) is a registered investment advisor and wealth management firm headquartered in Irvine, California. The firm was founded in 2009 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cardinal Point provides investment management, financial, estate and tax planning solutions to high net-worth families that are residents of the US and Canada. | Chief Executive Officer | 11/10/2022 |
Cardinal Point Wealth Management LLC
 Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point Wealth Management LLC (Cardinal Point) is an independent wealth management firm headquartered in Irvine, California. The firm was founded by James A. Sheldon and Jeffrey S. Sheldon in 2009. Cardinal Point provides investment management, financial, estate and tax planning solutions to residents of the US and Canada, Americans moving to Canada, Canadians moving to the US and Canadian and US expats living abroad. | Chief Executive Officer | - |
Training of Jeffrey Sheldon
| Queen's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Cardinal Point Wealth Management LLC
Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point Wealth Management LLC (Cardinal Point) is an independent wealth management firm headquartered in Irvine, California. The firm was founded by James A. Sheldon and Jeffrey S. Sheldon in 2009. Cardinal Point provides investment management, financial, estate and tax planning solutions to residents of the US and Canada, Americans moving to Canada, Canadians moving to the US and Canadian and US expats living abroad. | Finance |
Cardinal Point Wealth Management Partners LLC
Cardinal Point Wealth Management Partners LLC Investment ManagersFinance Cardinal Point Wealth Management Partners LLC (Cardinal Point) is a registered investment advisor and wealth management firm headquartered in Irvine, California. The firm was founded in 2009 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cardinal Point provides investment management, financial, estate and tax planning solutions to high net-worth families that are residents of the US and Canada. | Finance |
Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cardinal Point Capital Management ULC is a Canadian company that provides investment advice. The company is based in Toronto, Canada. Cardinal Point Capital Management ULC was acquired by Focus Financial Partners, Inc. on November 01, 2021. The company was founded by Jeffrey Scott Sheldon and James Arthur Sheldon. Jeffrey Scott Sheldon has been the CEO since incorporation. | Finance |
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