CARDINAL POINT CAPITAL MANAGEMENT, ULC of TORONTO, ON is an SEC-registered investment adviser (CRD 140619). Regulatory assets under management: $4.8B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MONTREAL | — | 8 | 5148615841 |
| SCOTTSDALE | AZ | 7 | 602-955-5007 |
| CALGARY, AB | — | 5 | 403-257-4488 |