Company Summary

Cardinal Point is an independent Canada-U.S. cross-border wealth management organization. We focus on providing personalized investment, financial planning, and cross-border solutions to families, individuals, and related institutions.

Source: Cardinal Point Wealth Management, Inc.

Unique Value Proposition

The core of Cardinal Point’s strategy is a rigorous and time-tested investment philosophy. Our disciplined approach understands that diversified security selection paired with appropriate risk can help achieve a client’s long-term goals. For those with cross-border planning requirements, we provide an integrated platform to wealth management that includes financial and tax planning considerations in addition to investment management. In this scenario, both U.S. and Canadian assets can be structured within a single investment strategy.

Core and Satellite Investment Approach

At Cardinal Point, we are guided by the following beliefs:
The core and satellite investment philosophy is the optimal strategy for our clientele. Many experienced institutional investors and ultra high net-worth families utilize the same investment philosophy.

The core component seeks to capture asset class returns. It is structured with cost-effective and tax-efficient index funds and/or exchange traded funds (ETFs), individual bonds and select stocks.

The satellite component offers further diversification and superior return potential through the utilization of active management and/or alternative strategies.

A prudent financial planning process complements a client’s unique investment program.

Source: Cardinal Point Wealth Management, Inc.

AUM ($Bil)


Year Founded


Key Personnel

James Sheldon, CEO and co-founder
Jeff Sheldon, Principal and co-founder
Dan Walkow, Chief Investment Officer and Portfolio Manager
Terry Ritchie, Director of Cross-Border Wealth Services


10 Four Seasons Place, 10th floor
Toronto, ON
M9B 6H7

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