Cardinal Point Wealth Management

Cardinal Point Wealth Management (CRD# 140619) is a financial advisory firm headquartered in Toronto, On, . They manage $1,581,825,396 in 4,274 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
1243 Islington Ave., Suite 903, Toronto, On, M8X 1
https://www.calgaryfinancialplanner.ca
By the Numbers
  • Total Assets Under Management
    1,582
    MILLION
  • Total Number of Accounts
    4,274
    ACCOUNTS
  • Average Account Value
    $370,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MI, MO, NC, NH, NJ, NV, PA, SC, TX, VA, WA

Financial Advisors at Cardinal Point Wealth Management
Showing 11 - 20 of 20 top financial advisors.
11
Jeffrey Sheldon, financial advisor Toronto, On
Jeffrey S. Sheldon
CRD#: 5494190
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Jeffrey Sheldon (CRD# 5494190) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Toronto, On, and has over 14 years of experience in the finance industry.

12
Sally Taylor, financial advisor Toronto, On
Sally A. Taylor
CRD#: 4935024
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Sally Taylor (CRD# 4935024) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Toronto, On, and has over 19 years of experience in the finance industry.

13
Lucas Wennersten, financial advisor Toronto, On
Lucas M. Wennersten
CRD#: 5413961
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Lucas Wennersten (CRD# 5413961) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Toronto, On, and has over 16 years of experience in the finance industry.

14
Yu He, financial advisor Toronto, On
Yu He
CRD#: 7649655
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Yu He (CRD# 7649655) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Toronto, On, and has 1 year of experience in the finance industry.

15
Devan Legare, financial advisor Toronto, On
Devan J. Legare
CRD#: 7787637
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Devan Legare (CRD# 7787637) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Toronto, On, and has 1 year of experience in the finance industry.

16
David Miller, financial advisor Calgary
David P. Miller
CRD#: 7649726
2160-300 5th Avenue Sw, Calgary, T2P 3

David Miller (CRD# 7649726) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Calgary, and has 1 year of experience in the finance industry.

17
Christopher Rawles, financial advisor Calgary
Christopher M. Rawles
CRD#: 7649615
2160-300 5th Avenue Sw, Calgary, T2P 3

Christopher Rawles (CRD# 7649615) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Calgary, and has 1 year of experience in the finance industry.

18
Kristopher Rossignoli, financial advisor Toronto, On
Kristopher Rossignoli
CRD#: 7471625
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Kristopher Rossignoli (CRD# 7471625) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Toronto, On, and has 1 year of experience in the finance industry.

19
Tyler Skinner, financial advisor Winnipeg
Tyler R. Skinner
CRD#: 7792923
200-5 Donald Street, Winnipeg, R3L 2

Tyler Skinner (CRD# 7792923) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Winnipeg, and has 1 year of experience in the finance industry.

20
Spencer Tilley, financial advisor Calgary
Spencer M. Tilley
CRD#: 7650514
2160-300 5th Avenue Sw, Calgary, T2P 3

Spencer Tilley (CRD# 7650514) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Calgary, and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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