James Sheldon is the CEO and co-founder of Cardinal Point Wealth Management. James specializes in managing the financial affairs of wealthy individuals, families and non-profit organizations. Through his years of industry experience as an investment advisor in both the United States and Canada, James has developed comprehensive investment and wealth planning solutions for the unique wealth management needs of high net-worth clients. Prior to working in the financial services industry, James owned and operated a number of international companies. His extensive business experience has given him an in-depth understanding of the needs of entrepreneurs and small business owners. James holds a Bachelor of Science degree from the University of Guelph, a Master of Science degree from York University, as well as a Bachelor of Education degree from the University of Toronto. James volunteers his time mentoring young professionals entering the investment advisory and financial services industry. For additional information, please refer to James' BrightScope Profile.

 

Jeff Sheldon is a principal and co-founder of Cardinal Point Wealth Management. Jeff and his team provide disciplined, long-term investment management and wealth planning strategies that enable affluent individuals to focus on their families, careers and hobbies. Jeff has worked in the financial services industry for 11 years in both the United States and Canada. Prior to starting Cardinal Point Wealth Management, Jeff worked as national business consultant for Bellatore Financial, a premier wealth management firm. Jeff began his career working for Assante Asset Management as a sales associate and later became a partner in a financial advisory practice that focuses on working with high net-worth professionals and small business owners. Jeff holds a Bachelor of Arts degree from Queen's University. For additional information, please refer to Jeff's BrightScope Profile.

 

John McCord is the Director of Private Wealth Services at Cardinal Point Wealth Management. John employs a holistic wealth management approach with an emphasis on client service as he oversees the financial affairs of affluent families. He has earned the designation of Certified Financial Planner™ or CFP® from the Certified Financial Planner Board of Standards, Inc. He also received his Chartered Retirement Planning Counselor™ or CRPC® designation from the College for Financial Planning™. Additionally, John is a Registered Trust and Estate Practitioner or TEP with the Society of Trust and Estate Practitioners. Prior to his role with Cardinal Point Wealth Management, John advised high-net worth individuals and institutional clientele within E*Trade Financial and the Merrill Lynch Private Client Group. Additionally, he has extensive experience in securities trading and brokerage operations. John graduated with his Bachelors of Business Administration with a Concentration in Finance from Roanoke College. For additional information, please refer to John's BrightScope Profile.

 

Jonathan Samuel is the Strategic Advisor of Cardinal Point Wealth Management. Jonathan specializes in managing the financial affairs and unique wealth management needs of business owners, executives and professionals. He has created comprehensive wealth management solutions for high net-worth individuals and families, family trusts, investment holding companies and active corporations. Jonathan has worked in the Canadian financial services industry for more than 10 years. Prior to his position at Cardinal Point Wealth Management, Jonathan acted as a Financial Advisor at Assante Capital Management, a premier Canadian wealth management firm. Jonathan began his career working for Assante Asset Management as a sales associate in its high net-worth, Private Client Division. He later became a partner in a financial advisory practice that focused on working with high net-worth professionals and small business owners. Jonathan holds a Bachelor of Arts degree from The University of Western Ontario.