Cardinal Point Capital Management Inc
Legal Name: CARDINAL POINT CAPITAL MANAGEMENT INC.
Full Contact Details
Cardinal Point Capital Management Inc
666 BURRARD STREET, SUITE 500, VANCOUVER, BC,
866-213-2036
604-630-2471
Other Info
CARDINAL POINT CAPITAL MANAGEMENT INC. is a corporation with 17 employees, consisting of 12 in advisory roles. Although the number of clients served by the firm is unknown, its SEC status is listed as Approved with a registration date of May 23, 2006.
Cardinal Point Wealth Management - Your Cross Border Financial Advisor
Cardinal Point is an independent Canada-U.S. wealth management group of companies created to service the sophisticated needs of high net-worth families.
Wealth Management for U.S. Citizens Living in Canada – U.S. Citizens Living in Canada
Cardinal Point is a Canada-U.S. cross-border financial planning firm that specializes in assisting affluent U.S. citizens living in Canada with their cross-border investment, tax, estate, retirement and financial planning needs
Cross-Border Financial Advisor
Is your wealth management firm closing your investment account because you are a non-resident of the U.S.? Partner with a cross-border financial advisor who specializes in providing investment management services for expats and non-residents.
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Cardinal Point Wealth Management - Your Cross Border Financial Advisor
Cardinal Point is an independent Canada-U.S. wealth management group of companies created to service the sophisticated needs of high net-worth families.
Direct Owners
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CARDINAL POINT WEALTH MANAGEMENT INC.
OWNER owns more than 50% but less than 75%
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JAMES ARTHUR SHELDON
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFFREY SCOTT SHELDON
OWNER owns more than 5% but less than 10%
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JOHN CRAGIN MCCORD
OWNER owns more than 10% but less than 25%
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STEVE NMN SAMUEL
OWNER owns more than 5% but less than 10%
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TERRY FRANK RITCHIE
OWNER owns more than 5% but less than 10%