Jason Dubbeldam
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Jason Dubbeldam Email & Phone Number

Portfolio Manager at Cardinal Point Wealth Management, ULC
Location: Oakville, Ontario, Canada 4 work roles 3 schools
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Current company
Cardinal Point Wealth Management, ULC
Role
Portfolio Manager
Location
Oakville, Ontario, Canada
Company size
25 employees

Who is Jason Dubbeldam? Overview

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Quick answer

Jason Dubbeldam is listed as Portfolio Manager at Cardinal Point Wealth Management, ULC, a with 25 employees, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jason Dubbeldam.

Jason Dubbeldam previously worked as Associate Advising Representative at Castlemoore Inc. and Client Liaison Executive at Castlemoore Inc.. Jason Dubbeldam holds Financial Planning, Finance from Sheridan College.

Company email context

Email format at Cardinal Point Wealth Management, ULC

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Cardinal Point Wealth Management, ULC

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Profile bio

About Jason Dubbeldam

Jason Dubbeldam is a Portfolio Manager at Cardinal Point Wealth Management, ULC. He possess expertise in investments, portfolio management, asset allocation, corporate finance, finance and 19 more skills. Colleagues describe him as "Jason was a student who always did his best inside and outside the classroom. He is a go to guy that will do everything required to be successful."

Listed skills include Investments, Portfolio Management, Asset Allocation, Corporate Finance, and 20 others.

Current workplace

Jason Dubbeldam's current company

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Cardinal Point Wealth Management, ULC
Cardinal Point Wealth Management, Ulc
Portfolio Manager
toronto, ontario, canada
Website
cardinalpointwealth.com
Employees
25
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4 roles

Jason Dubbeldam work experience

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

Portfolio Manager

Current
Cardinal Point Wealth Management, Ulc

Toronto, Ontario, Canada

Trading, portfolio re-balancing, investment analysis, and investment strategy.

Sep 2023 - Present

Associate Advising Representative

Castlemoore Inc.

Mississauga, Ontario, Canada

• Contribute to investment committee meetings and portfolio management decisions across a range of portfolio types totalling $300M AUM.• Created a technical trading system allowing the bulk of portfolio decision making to be automated. • End-to-end bulk trading execution and management.• Collaborate with the financial planning department to achieve client goals.

Jul 2017 - Nov 2023

Client Liaison Executive

Castlemoore Inc.

Mississauga, Ontario, Canada

• Manage the sales pipeline of new clients, closing $15M+ new AUM.• Ongoing servicing of new as well as ~100 households of existing clientele.• Contribute to Investment Committee meetings, documenting the history of portfolio decisions.• Tracking and advising on all off-model positions and their management criteria.• Contribute articles to, prepare, and distribute client communications.• Prepare financial/retirement plans as requested.

Jun 2011 - Jun 2017

Research Assistant

Dundee Securities

Oakville, Ontario, Canada

Research Assistant for a Senior Investment Advisor, covering the whole financial planning spectrum from investments to insurance to tax planning.• Compile and scrutinize fundamental analysis, and perform technical analysis.• Advise on clients’ individual investment plans.• Responsible for the day to day handling of a client group.• Manage large, seasonal client projects.• Sit in on and resolve the related issues from ongoing client meetings.• Creation and maintain custom-built client portfolio reviews.• Generate insurance illustrations and investment projections.

Apr 2005 - Jun 2011
Team & coworkers

Colleagues at Cardinal Point Wealth Management, ULC

Other employees you can reach at cardinalpointwealth.com. View company contacts for 25 employees →

MB Matthew Bacchiochi, Cfa, Cfp, Tep Matthew Bacchiochi, Cfa, Cfp, Tep Colleague at Cardinal Point Wealth Management, UlcToronto, Ontario, Canada View → GH Gordon Hansford Gordon Hansford Colleague at Cardinal Point Wealth Management, UlcLondon, Ontario, Canada View → ST Sally Taylor, Cpa, Pfs, Msfp, Cfp® Sally Taylor, Cpa, Pfs, Msfp, Cfp® Colleague at Cardinal Point Wealth Management, UlcGreater 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, UlcCalgary, Alberta, Canada View → TR Terry Ritchie Terry Ritchie Colleague at Cardinal Point Wealth Management, UlcCalgary, Alberta, Canada View → JK Jeremy Kralt Jeremy Kralt Colleague at Cardinal Point Wealth Management, UlcVancouver, British Columbia, 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, UlcNew York, United States View → MC Maisha Chowdhury Maisha Chowdhury Colleague at Cardinal Point Wealth Management, UlcCanada View → CR Chase Ritchie Chase Ritchie Colleague at Cardinal Point Wealth Management, UlcGreater Calgary Metropolitan Area, Canada View → MH Michael Hinterlong, Cfa Michael Hinterlong, Cfa Colleague at Cardinal Point Wealth Management, UlcPhoenix, Arizona, United States View →
3 education records

Jason Dubbeldam education

Financial Planning, Finance

Sheridan College

Advocis/CCH’s CFP Curriculum • Advocis’ CPH Curriculum • Advocis’ LLQP Curriculum • Financial Software • Case Studies

Business Finance, Finance

Sheridan College

• CSI’s CSC Curriculum • Economics • Accounting • Statistics • Tax Planning • Applied Business Management • Financial Statement Analysis •.

Bcomm, Commerce

University Of Toronto Mississauga

• Commerce • Management • Economics • Statistics • Human Resource Management • Marketing • Finance • Accounting

FAQ

Frequently asked questions about Jason Dubbeldam

Quick answers generated from the profile data available on this page.

What company does Jason Dubbeldam work for?

Jason Dubbeldam works for Cardinal Point Wealth Management, ULC.

What is Jason Dubbeldam's role at Cardinal Point Wealth Management, ULC?

Jason Dubbeldam is listed as Portfolio Manager at Cardinal Point Wealth Management, ULC.

Where is Jason Dubbeldam based?

Jason Dubbeldam is based in Oakville, Ontario, Canada while working with Cardinal Point Wealth Management, ULC.

What companies has Jason Dubbeldam worked for?

Jason Dubbeldam has worked for Cardinal Point Wealth Management, Ulc, Castlemoore Inc., and Dundee Securities.

Who are Jason Dubbeldam's colleagues at Cardinal Point Wealth Management, ULC?

Jason Dubbeldam's colleagues at Cardinal Point Wealth Management, ULC include Matthew Bacchiochi, Cfa, Cfp, Tep, Gordon Hansford, Sally Taylor, Cpa, Pfs, Msfp, Cfp®, Spencer Tilley, Cfp, R.F.P., Cfa, and Terry Ritchie.

How can I contact Jason Dubbeldam?

You can use AeroLeads to view verified contact signals for Jason Dubbeldam at Cardinal Point Wealth Management, ULC, including work email, phone, and LinkedIn data when available.

What schools did Jason Dubbeldam attend?

Jason Dubbeldam holds Financial Planning, Finance from Sheridan College.

What skills is Jason Dubbeldam known for?

Jason Dubbeldam is listed with skills including Investments, Portfolio Management, Asset Allocation, Corporate Finance, Finance, Strategic Financial Planning, Equities, and Mutual Funds.

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