Cardinal Point Capital Management Inc.

Cardinal Point Capital Management Inc. (CRD# 140619) is a financial advisory firm headquartered in Vancouver, Bc, . They manage $199,171,870 in 794 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $250,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Cardinal Point Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John C. McCord
CRD#: 3134630
666 Burrard Street, Suite 500, Vancouver, Bc, V6C 3
96
Wealthminder
score

John McCord (CRD# 3134630) is an Investment Advisor Representative working at Cardinal Point Capital Management Inc. in Vancouver, Bc, and has over 8 years of experience in the finance industry. John McCord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Terry F. Ritchie
CRD#: 1391791
666 Burrard Street, Suite 500, Vancouver, Bc, V6C 3
93
Wealthminder
score

Terry Ritchie (CRD# 1391791) is an Investment Advisor Representative working at Cardinal Point Capital Management Inc. in Vancouver, Bc, and has over 32 years of experience in the finance industry.

3
James A. Sheldon
CRD#: 5712774
666 Burrard Street, Suite 500, Vancouver, Bc, V6C 3
93
Wealthminder
score

James Sheldon (CRD# 5712774) is an Investment Advisor Representative working at Cardinal Point Capital Management Inc. in Vancouver, Bc, and has over 8 years of experience in the finance industry.

4
Jeffrey S. Sheldon
CRD#: 5494190
666 Burrard Street, Suite 500, Vancouver, Bc, V6C 3
93
Wealthminder
score

Jeffrey Sheldon (CRD# 5494190) is an Investment Advisor Representative working at Cardinal Point Capital Management Inc. in Vancouver, Bc, and has over 8 years of experience in the finance industry.

5
Sandi N. Rossi
CRD#: 6734195
666 Burrard Street, Suite 500, Vancouver, Bc, V6C 3
90
Wealthminder
score

Sandi Rossi (CRD# 6734195) is an Investment Advisor Representative working at Cardinal Point Capital Management Inc. in Vancouver, Bc, and has 1 year of experience in the finance industry.

6
Jennifer L. Strymecki
CRD#: 6530985
666 Burrard Street, Suite 500, Vancouver, Bc, V6C 3
87
Wealthminder
score

Jennifer Strymecki (CRD# 6530985) is an Investment Advisor Representative working at Cardinal Point Capital Management Inc. in Vancouver, Bc, and has 1 year of experience in the finance industry.

7
Daniel G. Walkow
CRD#: 2605130
666 Burrard Street, Suite 500, Vancouver, Bc, V6C 3
66
Wealthminder
score

Daniel Walkow (CRD# 2605130) is an Investment Advisor Representative working at Cardinal Point Capital Management Inc. in Vancouver, Bc, and has over 22 years of experience in the finance industry.

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