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James Sheldon Email & Phone Number
Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management
at
Cardinal Point Wealth Management & Cardinal Point Capital Management
3 work emails found
@cardinalpointwealth.com
1 phone found area 866
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Role
Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management
Location
Toronto, Ontario, Canada
Company size
Who is James Sheldon? Overview
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Quick answer
James Sheldon is listed as Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management at Cardinal Point Wealth Management & Cardinal Point Capital Management, a with 50 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at cardinalpointwealth.com, phone signal with area code 866, and a matched LinkedIn profile for James Sheldon.
James Sheldon previously worked as Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management at Cardinal Point Wealth Management & Cardinal Point Capital Management and CEO and Managing Director at Cardinal Point Wealth Management. James Sheldon holds Msc from York University.
Company email context
Email format at Cardinal Point Wealth Management & Cardinal Point Capital Management
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{first}@cardinalpointwealth.com
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AeroLeads found 3 current-domain work email signals for James Sheldon. Compare company email patterns before reaching out.
Profile bio
About James Sheldon
As the Chairman and co-founder of Cardinal Point Capital Management and Cardinal Point Wealth Management, I specialize in managing the financial affairs of wealthy individuals, families and non-profit organizations in Canada and the United States. Our firm's core focus is on providing comprehensive investment and wealth planning solutions for the unique wealth management needs of cross-border clients moving to-and-from the United States and Canada. Specialties: Cross-border transition strategies, investment management and financial planning.
Listed skills include Wealth Management, Strategic Financial Planning, Investment Strategies, Risk Management, and 25 others.
Current workplace
James Sheldon's current company
Company context helps verify the profile and gives searchers a useful next step.
Cardinal Point Wealth Management & Cardinal Point Capital Management
5 roles · 29 years
James Sheldon work experience
A career timeline built from the work history available for this profile.
Chairman At Cardinal Point Capital Management And Cardinal Point Wealth Management
Ceo And Managing Director
Cardinal Point Wealth Management is an independent Canada-U.S. cross-border wealth management firm focused on providing personalized investment, financial planning, and cross-border solutions to families, individuals, and related institutions. We specialize in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Our customized cross-border wealth, financial and tax planning services, as well as investment policy creation, asset allocation and portfolio management, give us the ability to oversee and advance the goals of our clients wherever they call home.Additionally, Cardinal Point Wealth Management partners with Canadian-based financial advisors to deliver U.S. wealth management strategies to clients and prospects with U.S.-based or U.S.-bound assets.
Aug 2010 - Oct 2019
Branch Manager
Assante Capital Management Ltd
Apr 1998 - Aug 2010
Financial Advisor
Assante Capital Management Ltd
1998 - Aug 2010
Team & coworkers
Colleagues at Cardinal Point Wealth Management & Cardinal Point Capital Management
Other employees you can reach at cardinalpointwealth.com. View company contacts for 50 employees →
TR
Terry Ritchie
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
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JD
Jason Dubbeldam
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementOakville, Ontario, Canada
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MH
Michael Hinterlong, Cfa
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementPhoenix, Arizona, United States
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GD
Garth D. Mcintosh
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
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KR
Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementNew York, United States
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JK
Jeremy Kralt
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementVancouver, British Columbia, Canada
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ST
Spencer Tilley, Cfp, R.F.P., Cfa
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
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ST
Sally Taylor, Cpa, Pfs, Msfp, Cfp®
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementGreater Phoenix Area, United States
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DM
David Miller Cfp®, R.F.P., Cim®
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
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LG
Lauren Gorai
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
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Terry Ritchie
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
View →
JD
Jason Dubbeldam
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementOakville, Ontario, Canada
View →
MH
Michael Hinterlong, Cfa
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementPhoenix, Arizona, United States
View →
GD
Garth D. Mcintosh
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
View →
KR
Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementNew York, United States
View →
JK
Jeremy Kralt
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementVancouver, British Columbia, Canada
View →
ST
Spencer Tilley, Cfp, R.F.P., Cfa
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
View →
ST
Sally Taylor, Cpa, Pfs, Msfp, Cfp®
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementGreater Phoenix Area, United States
View →
DM
David Miller Cfp®, R.F.P., Cim®
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
View →
LG
Lauren Gorai
Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada
View →
3 education records
James Sheldon education
FAQ
Frequently asked questions about James Sheldon
Quick answers generated from the profile data available on this page.
What company does James Sheldon work for?
James Sheldon works for Cardinal Point Wealth Management & Cardinal Point Capital Management.
What is James Sheldon's role at Cardinal Point Wealth Management & Cardinal Point Capital Management?
James Sheldon is listed as Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management at Cardinal Point Wealth Management & Cardinal Point Capital Management.
What is James Sheldon's email address?
AeroLeads has found 3 work email signals at @cardinalpointwealth.com for James Sheldon at Cardinal Point Wealth Management & Cardinal Point Capital Management.
What is James Sheldon's phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for James Sheldon at Cardinal Point Wealth Management & Cardinal Point Capital Management.
Where is James Sheldon based?
James Sheldon is based in Toronto, Ontario, Canada while working with Cardinal Point Wealth Management & Cardinal Point Capital Management.
What companies has James Sheldon worked for?
James Sheldon has worked for Cardinal Point Wealth Management & Cardinal Point Capital Management, Cardinal Point Wealth Management, and Assante Capital Management Ltd.
Who are James Sheldon's colleagues at Cardinal Point Wealth Management & Cardinal Point Capital Management?
James Sheldon's colleagues at Cardinal Point Wealth Management & Cardinal Point Capital Management include Terry Ritchie, Jason Dubbeldam, Michael Hinterlong, Cfa, Garth D. Mcintosh, and Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep.
How can I contact James Sheldon?
You can use AeroLeads to view verified contact signals for James Sheldon at Cardinal Point Wealth Management & Cardinal Point Capital Management, including work email, phone, and LinkedIn data when available.
What schools did James Sheldon attend?
James Sheldon holds Msc from York University.
What skills is James Sheldon known for?
James Sheldon is listed with skills including Wealth Management, Strategic Financial Planning, Investment Strategies, Risk Management, Estate Planning, Investments, Portfolio Management, and Financial Advisory.
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