James Sheldon
Gründer bei Cardinal Point Capital Management ULC
Profil
Mr. James A.
Sheldon is a Chairman & Co-Founder at Cardinal Point Capital Management ULC.
He specializes in managing the financial affairs of wealthy individuals, families and non-profit organizations.
Mr. Sheldon was previously employed as a Chairman by Cardinal Point Wealth Management LLC.
He holds a Bachelor of Science degree from the University of Guelph, a Master of Science degree from York University, as well as a Bachelor of Education degree from the University of Toronto.
Aktive Positionen von James Sheldon
| Unternehmen | Position | Beginn |
|---|---|---|
Cardinal Point Capital Management ULC
 Cardinal Point Capital Management ULC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cardinal Point Capital Management ULC is a Canadian company that provides investment advice. The company is based in Toronto, Canada. Cardinal Point Capital Management ULC was acquired by Focus Financial Partners, Inc. on November 01, 2021. The company was founded by Jeffrey Scott Sheldon and James Arthur Sheldon. Jeffrey Scott Sheldon has been the CEO since incorporation. | Gründer | - |
Ehemalige bekannte Positionen von James Sheldon
| Unternehmen | Position | Ende |
|---|---|---|
Cardinal Point Wealth Management LLC
 Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point Wealth Management LLC (Cardinal Point) is an independent wealth management firm headquartered in Irvine, California. The firm was founded by James A. Sheldon and Jeffrey S. Sheldon in 2009. Cardinal Point provides investment management, financial, estate and tax planning solutions to residents of the US and Canada, Americans moving to Canada, Canadians moving to the US and Canadian and US expats living abroad. | Gründer | - |
Ausbildung von James Sheldon
| University of Guelph | Undergraduate Degree |
| University of Toronto | Undergraduate Degree |
| York University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Cardinal Point Wealth Management LLC
Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point Wealth Management LLC (Cardinal Point) is an independent wealth management firm headquartered in Irvine, California. The firm was founded by James A. Sheldon and Jeffrey S. Sheldon in 2009. Cardinal Point provides investment management, financial, estate and tax planning solutions to residents of the US and Canada, Americans moving to Canada, Canadians moving to the US and Canadian and US expats living abroad. | Finance |
Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cardinal Point Capital Management ULC is a Canadian company that provides investment advice. The company is based in Toronto, Canada. Cardinal Point Capital Management ULC was acquired by Focus Financial Partners, Inc. on November 01, 2021. The company was founded by Jeffrey Scott Sheldon and James Arthur Sheldon. Jeffrey Scott Sheldon has been the CEO since incorporation. | Finance |
