Cardinal Point

is a Canada-based consulting firm that offers services such as wealth management and financial planning for individuals and businesses...
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Cardinal Point Co-Founder & CEO: Jeffrey Sheldon

Co-Founder & CEO

Jeffrey Sheldon

CEO Approval Rating

90/100

Est. Annual Revenue
$5.0-25M
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Est. Employees
25-100
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News

Mar 26, 2026
GlobalNewswire
Press Release: Cardinal Point : Understanding Inflation Assumptions: What Financial Planners Are Really Doing-and Why It Matters
Mar 11, 2026
GlobalNewswire
Press Release: Cardinal Point : Cardinal Point Wealth Management Explains Social Security Claiming Strategies for Married Couples, Including Cross-Border Tax Impacts for U.S. Citizens in Canada
Mar 02, 2026
StreetInsider
Press Release: Cardinal Point : Cardinal Point Wealth Management Highlights the Role of Cross-Border Financial Literacy in Building a Stronger Family Legacy
Feb 13, 2026
StreetInsider
Press Release: Cardinal Point : Cardinal Point Wealth Management Explains How the Canada Revenue Agency Taxes Cryptocurrency
Dec 06, 2025
GlobalNewswire
Press Release: Cardinal Point : Cardinal Point Wealth Management Releases New 2025 Cross-Border Retirement Guide for High-Net-Worth Families
Nov 24, 2025
StreetInsider
Press Release: Cardinal Point : Cardinal Point Wealth Management Reveals Key Tax Strategies for Cross Border Couples Claiming Social Security
Nov 15, 2025
StreetInsider
Press Release: Cardinal Point : Cardinal Point Wealth Management Cautions Cross Border Taxpayers on Implications of Selling a Personal Residence
Nov 07, 2025
StreetInsider
Press Release: Cardinal Point : Cardinal Point Wealth Management Alerts High-Net-Worth Canadians to Estate Strategy That Converts Post-Death Losses into Tax Savings
Apr 22, 2025
StreetInsider
Press Release: Cardinal Point : Cardinal Point Wealth Management Issues an Alert Regarding the Complexities of Foreign Ownership of Canadian Real Estate
Mar 03, 2025
Business Wire
Press Release: Cardinal Point : Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada

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