James Sheldon
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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
Location: Toronto, Ontario, Canada 5 work roles 3 schools
3 work emails found @cardinalpointwealth.com 1 phone found area 866 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 1 phone

Work email j****@cardinalpointwealth.com
Direct phone (866) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cardinal Point Wealth Management & Cardinal Point Capital Management
Role
Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management
Location
Toronto, Ontario, Canada
Company size
50 employees

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 company 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.

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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

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Cardinal Point Wealth Management & Cardinal Point Capital Management
Cardinal Point Wealth Management & Cardinal Point Capital Management
Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management
Toronto, ON, CA
Website
cardinalpointwealth.com
Employees
50
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Company profile
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5 roles · 28 years

James Sheldon work experience

A career timeline built from the work history available for this profile.

Ceo And Managing Director

Cardinal Point Wealth Management

Toronto, Canada Area

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.

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 Terry Ritchie Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada, Canada View → GD Garth D. Mcintosh Garth D. Mcintosh Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada, Canada View → MC Maisha Chowdhury Maisha Chowdhury Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCanada, Canada View → KR Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep 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, New York, United States, United States View → JS Jennifer Strymecki, Cfp® Jennifer Strymecki, Cfp® Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementMontvale, New Jersey, United States, United States View → MH Michael Hinterlong, Cfa Michael Hinterlong, Cfa Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementPhoenix, Arizona, United States, United States View → ST Sally Taylor, Cpa, Pfs, Msfp, Cfp® Sally Taylor, Cpa, Pfs, Msfp, Cfp® Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementGreater Phoenix Area, United States View → ST Spencer Tilley, Cfp, R.F.P., Cfa Spencer Tilley, Cfp, R.F.P., Cfa Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementCalgary, Alberta, Canada, Canada View → MB Matthew Bacchiochi, Cfa, Cfp, Tep Matthew Bacchiochi, Cfa, Cfp, Tep Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementToronto, Ontario, Canada, Canada View → CR Chase Ritchie Chase Ritchie Colleague at Cardinal Point Wealth Management & Cardinal Point Capital ManagementGreater Calgary Metropolitan Area, 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, Garth D. Mcintosh, Maisha Chowdhury, Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep, and Jennifer Strymecki, Cfp®.

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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