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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cardinal Point Capital Management Inc. 4 years, 1 month May 2013 - Present
Cardinal Point Wealth Management Inc. 6 years, 11 months Aug 2010 - Present
Cardinal Point Wealth Management, LLC 7 years, 9 months Sep 2009 - Present
Assante Capital Management Ltd. 4 years, 10 months Oct 2005 - Aug 2010
Assante Capital Management Ltd. 9 years, 10 months Oct 2000 - Aug 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by James Sheldon

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 4, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cardinal Point Capital Management Inc.

Last updated on Dec. 6, 2016
    • $155.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $154.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges