Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea
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Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea Email & Phone Number

Tax Manager with Cardinal Point Capital Management at Cardinal Point Capital Management, ULC
Location: United States, United States, United States 11 work roles 7 schools
1 work email found @cardinalpointwealth.com 3 phones found area 623 and 480 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@cardinalpointwealth.com
Direct phone (623) ***-****
LinkedIn Profile matched
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Current company
Cardinal Point Capital Management, ULC
Role
Tax Manager with Cardinal Point Capital Management
Location
United States, United States, United States
Company size
50 employees

Who is Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea? Overview

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Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea is listed as Tax Manager with Cardinal Point Capital Management at Cardinal Point Capital Management, ULC, a company with 50 employees, based in United States, United States, United States. AeroLeads shows a work email signal at cardinalpointwealth.com, phone signal with area code 623, 480, and a matched LinkedIn profile for Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea.

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea previously worked as Tax Manager at Keatsconnelly - Cross Border Wealth Management and Senior Tax Associate, US - Canada Cross Border Taxation at Keatsconnelly - Cross Border Wealth Management. Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea holds Cga, Accounting from Certified General Accountants Of Canada.

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Email format at Cardinal Point Capital Management, ULC

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{first}@cardinalpointwealth.com
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AeroLeads found 1 current-domain work email signal for Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea. Compare company email patterns before reaching out.

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Profile bio

About Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea

Karen is a Tax Manager at Cardinal Point Wealth Management, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans live where they want to. She is a member of the Chartered Professional Accountants of Alberta, having earned her designation through the Certified General Accountants of Saskatchewan. On the US side of the 49th parallel, she is an Enrolled Agent, qualified to represent taxpayers in front of the IRS.As a member of the Small and Owner-Managed Business division of Regina's Deloitte, Haskins & Sells and later in private practice she was exposed to a wide variety of industries with their own specific tax and accounting issues. Karen has been in US tax practice since late 2003. At Cardinal Point, she is one of a group of professionals with a unique blend of skills and knowledge to help people who have crossed the Canada-US border or who live with one foot in each country.

Listed skills include Small Business, Accounting, Tax, Strategic Planning, and 33 others.

Current workplace

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea's current company

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Cardinal Point Capital Management, ULC
Cardinal Point Capital Management, Ulc
Tax Manager with Cardinal Point Capital Management
Phoenix, Arizona Area
Website
cardinalpointwealth.com
Employees
50
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11 roles · 23 years

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea work experience

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

Tax Manager With Cardinal Point Capital Management

Current
Cardinal Point Capital Management, Ulc

Toronto, Ontario, CA

I am pleased to be a part of the amazing team at Cardinal Point Wealth Management (U.S.) and Cardinal Point Capital Management (Canada). In addition to our wealth management and financial planning services in the U.S. and in Canada, we provide Canada-U.S. cross-border wealth management, financial planning, and tax planning to individuals and families who.

Feb 2020 - Present

Senior Tax Associate, Us - Canada Cross Border Taxation

Keatsconnelly - Cross Border Wealth Management

Phoenix, Arizona, US

Most people only have to deal with either the IRS or the CRA. Our clients know what both of those acronyms are. We prepare both Canadian and US tax returns for people and businesses who have cross-border concerns. Taxation has been my focus since 1984 when I was a part of the Owner-Managed Entity division of Deloitte Haskins and Sells in Regina.

Apr 2016 - May 2018

Tax Manager

Keatsconnelly
May 2018 - Feb 2020

Comptroller & Marketing Team Member

Solar Pool Technologies Inc.

Solar Pool Technologies, Inc (SPT) is dedicated to bringing solar powered and eco-friendly pool cleaning and maintenance solutions to consumers. Our goal is to introduce the technology and products that will make it possible to remove swimming pools from the electrical power grid. The Solar-Breeze robotic pool skimmer is the first in this line of products.

Jan 2009 - Feb 2020

Principal

Gap View Business Advisors

Business and management consulting for owner-managed businesses

Jan 2007 - Apr 2016

Enrolled Agent

Awm Taxes Etc.

Scottsdale, AZ, US

Enrolled Agent and Staff Accountant for the tax side of the business.

Aug 2003 - Apr 2016

Volunteer

Ibpa

IBPA is a voluntary organization which seeks to support the International Baccalaureate program at Desert Mountain High School.

2003 - 2011 ~8 yrs

Sole Practitioner

Karen Rogers Sim Cga

Public practice accounting and management consulting.

Jul 1987 - Dec 2000

Grunt

Deloitte Haskins & Sells

Worldwide, OO

I worked in the Owner Managed Enterprise section of the Regina Office of Deloittes. My specialty was small and medium corporate tax, oil & gas, and farm tax.

Sep 1984 - Jul 1987
Team & coworkers

Colleagues at Cardinal Point Capital Management, ULC

Other employees you can reach at cardinalpointwealth.com. View company contacts for 50 employees →

JS James Sheldon James Sheldon Colleague at Cardinal Point Capital Management, UlcToronto, Ontario, Canada, Canada View → ST Spencer Tilley, Cfp, R.F.P., Cfa Spencer Tilley, Cfp, R.F.P., Cfa Colleague at Cardinal Point Capital Management, UlcCalgary, Alberta, Canada, Canada View → GH Gordon Hansford Gordon Hansford Colleague at Cardinal Point Capital Management, UlcLondon, Ontario, Canada, 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 Capital Management, UlcNew York, New York, United States, United States View → DM David Miller Cfp®, R.F.P., Cim® David Miller Cfp®, R.F.P., Cim® Colleague at Cardinal Point Capital Management, UlcCalgary, Alberta, Canada, Canada View → CR Chase Ritchie Chase Ritchie Colleague at Cardinal Point Capital Management, UlcGreater Calgary Metropolitan Area, Canada View → GD Garth D. Mcintosh Garth D. Mcintosh Colleague at Cardinal Point Capital Management, UlcCalgary, Alberta, Canada, Canada View → JD Jason Dubbeldam Jason Dubbeldam Colleague at Cardinal Point Capital Management, UlcOakville, Ontario, Canada, Canada View → LG Lauren Gorai Lauren Gorai Colleague at Cardinal Point Capital Management, UlcCalgary, Alberta, Canada, Canada View → TR Terry Ritchie Terry Ritchie Colleague at Cardinal Point Capital Management, UlcCalgary, Alberta, Canada, Canada View →
7 education records

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea education

Cga, Accounting

Certified General Accountants Of Canada

Enrolled Agent, Federal Income Tax

Enrolled Agent

Cpa Candidate For Vermont, Accounting, Tax, Business Law, Ethics

Cpa Candidate

Added This Certification 12-16-14, Accounting And Computer Science

Certified Quickbooks Online Proadvisor

2008, 2009, 2011, 2013, Accounting, Software

Certified Quickbooks Proadvisor

Science

University Of Ottawa

International Tax Certificate, International Tax

Aicpa
FAQ

Frequently asked questions about Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea

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

What company does Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea work for?

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea works for Cardinal Point Capital Management, ULC.

What is Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea's role at Cardinal Point Capital Management, ULC?

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea is listed as Tax Manager with Cardinal Point Capital Management at Cardinal Point Capital Management, ULC.

What is Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea's email address?

AeroLeads has found 1 work email signal at @cardinalpointwealth.com for Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea at Cardinal Point Capital Management, ULC.

What is Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea's phone number?

AeroLeads has found 3 phone signal(s) with area code 623, 480 for Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea at Cardinal Point Capital Management, ULC.

Where is Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea based?

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea is based in United States, United States, United States while working with Cardinal Point Capital Management, ULC.

What companies has Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea worked for?

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea has worked for Cardinal Point Capital Management, Ulc, Keatsconnelly - Cross Border Wealth Management, Keatsconnelly, Solar Pool Technologies Inc., and Gap View Business Advisors.

Who are Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea's colleagues at Cardinal Point Capital Management, ULC?

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea's colleagues at Cardinal Point Capital Management, ULC include James Sheldon, Spencer Tilley, Cfp, R.F.P., Cfa, Gordon Hansford, Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep, and David Miller Cfp®, R.F.P., Cim®.

How can I contact Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea?

You can use AeroLeads to view verified contact signals for Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea at Cardinal Point Capital Management, ULC, including work email, phone, and LinkedIn data when available.

What schools did Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea attend?

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea holds Cga, Accounting from Certified General Accountants Of Canada.

What skills is Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea known for?

Karen Rogers Sim, Canadian Cpa, Cga (Ab), U.S. Ea is listed with skills including Small Business, Accounting, Tax, Strategic Planning, Budgets, Quickbooks, Corporate Tax, and Customer Service.

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