# CARDINAL POINT CAPITAL MANAGEMENT, ULC

CARDINAL POINT CAPITAL MANAGEMENT, ULC of TORONTO, ON is an SEC-registered investment adviser.

## Registration

- CRD: 140619
- Type: SEC-registered investment adviser
- SEC file number: 801-66719
- Location: 3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500, TORONTO, ON, M8X 2X3
- Phone: 866-213-2036
- Latest filing: 2026-04-21
- Regulatory AUM: $4.8B
- Discretionary AUM: $4.8B
- Non-discretionary AUM: $20.5M
- Clients: 56
- Accounts: 8,857

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Donald Matthew Zienty | CHIEF COMPLIANCE OFFICER | Scottsdale, AZ |
| Jeffrey Scott Sheldon | CHIEF EXECUTIVE OFFICER | — |
| Matthew J Carvalho | CHIEF INVESTMENT OFFICER | — |
| Sally Ann Taylor | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER & CHIEF FINANCIAL OFFICER | — |
| Terry Frank Ritchie | DIRECTOR | — |
| James Arthur Sheldon | CHAIRMAN | — |
| Kristopher Anthony Daniel Rossignoli | DIRECTOR | — |
| TAYLOR AUTUMN ANN | CHIEF OPERATIONS OFFICER; OWNER | — |
| ZIENTY DONALD MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| WALKOW DANIEL GORDON | CHIEF COMPLIANCE OFFICER; DIRECTOR, PRESIDENT & CHIEF COMPLIANCE OFFICER; DIRECTOR, PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BAINS NARINDER PAUL SINGH | VICE PRESIDENT | — |
| WALKOW GABRIELE MARIE | SECRETARY | — |
| SULL AJBINDER | OFFICER AND DIRECTOR | — |
| SHELDON JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SHELDON JAMES ARTHUR | CHAIRMAN; CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| MCCORD JOHN C | MEMBER & INVESTMENT ADVISOR | — |
| RITCHIE TERRY FRANK | DIRECTOR; MEMBER & INVESTMENT ADVISOR; OWNER | — |
| SAMUEL STEVE | MEMBER | — |
| MCCORD JOHN CRAGIN | DIRECTOR; MEMBER & INVESTMENT ADVISOR; OWNER | — |
| SAMUEL STEVE NMN | MEMBER; OWNER | — |
| CARVALHO MATTHEW J | CHIEF INVESTMENT OFFICER; MEMBER; OWNER | — |
| ADEMA JEFFREY ALAN | DIRECTOR; MEMBER; OWNER | — |
| Daley Mary Grace | MEMBER; OWNER | — |
| Rossignoli Kristopher Anthony Daniel | DIRECTOR | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MONTREAL | — | 8 | 5148615841 |
| SCOTTSDALE | AZ | 7 | 602-955-5007 |
| CALGARY, AB | — | 5 | 403-257-4488 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140619/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140619/similar
- Related entities: https://search.stillhousedata.com/firm/140619/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140619

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.