Jeffrey Sheldon

Vorstandsvorsitzender bei

Cardinal Point Capital Management ULC

Finance

Consumer Services

Profil

Mr. Jeffrey S.
Sheldon is a Chief Executive Officer 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.

Aktive Positionen von Jeffrey Sheldon

Unternehmen	Position	Beginn
Cardinal Point Capital Management ULC Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives.	Vorstandsvorsitzender	-

Alle aktiven Positionen von Jeffrey Sheldon

Ehemalige bekannte Positionen von Jeffrey Sheldon

Unternehmen	Position	Ende
Cardinal Point Wealth Management Partners LLC Cardinal Point Wealth Management Partners LLC Investment ManagersFinance Cardinal Point employs a long-term investment approach that incorporates globally diversified, asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations.	Vorstandsvorsitzender	12.10.2022
Cardinal Point Wealth Management LLC Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point’s investment advice is based on a long-term investment approach that incorporate globally diversified asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations.	Vorstandsvorsitzender	-

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Unternehmensverbindungen

Private Unternehmen	4
Queen's University Queen's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cardinal Point Wealth Management LLC Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point’s investment advice is based on a long-term investment approach that incorporate globally diversified asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations.	Finance
Cardinal Point Wealth Management Partners LLC Cardinal Point Wealth Management Partners LLC Investment ManagersFinance Cardinal Point employs a long-term investment approach that incorporates globally diversified, asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations.	Finance
Cardinal Point Capital Management ULC Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives.	Finance