James Sheldon
Founder at Cardinal Point Capital Management ULC
James Sheldon active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chairman | - | - |
| Founder | - | - |
Career history of James Sheldon
Former positions of James Sheldon
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chairman | 01/01/2009 | - |
| Founder | 01/01/2009 | - |
Training of James Sheldon
| University of Guelph | Undergraduate Degree |
| University of Toronto | Undergraduate Degree |
| York University | Graduate Degree |
Statistics
International
| Canada | 5 |
| United States | 2 |
Operational
| Chairman | 2 |
| Founder | 2 |
| Undergraduate Degree | 2 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 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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