Cardinal Point Wealth Management, ULC Employee Directory

Financial ServicesCanada51-200 Employees

Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families.

Cardinal Point specializes in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Wherever our clients call home, we offer tailored wealth, financial and tax planning services, coupled with a disciplined approach that includes investment policy creation, asset allocation, and portfolio management. 

Our clients seek a long-term relationship with a trusted wealth manager who fully understands their desire to simplify their financial lives—to build and protect their investments, to create a family legacy, and find a more efficient and satisfying approach to managing their wealth.

Find Cardinal Point Wealth Management, ULC employees' phone numbers or email addresses

Cardinal Point Wealth Management, ULC Global Highlights

North America
99

Canada
61
United States Of America
38

Asia
2

Bangladesh
1
Thailand
1

Cardinal Point Wealth Management, ULC's Leadership

J. S.
Chief Executive Officer
Mobile Phone
Email
S. T.
Chief Operating And Financial Officer
Mobile Phone
Email
M. C.
Chief Investment Officer
Mobile Phone
Email
B. R.
Chief Compliance Officer
Mobile Phone
Email
M. C.
Chief Investment Officer
Mobile Phone
Email
K. R.
Partner, Cross-Border Tax & Financial Planner
Mobile Phone
Email
T. R.
Vp, Private Wealth Manager, Partner
Mobile Phone
Email
B. U.
Owner / Manager
Mobile Phone
Email

Contact profiles from Cardinal Point Wealth Management, ULC

Name

Title

Contact Info

Location

Last Update

J. S.
Chief Executive Officer
Mobile Phone
Email
CanadaOntario
Jul 10, 2025
S. T.
Chief Operating And Financial Officer
Mobile Phone
Email
United StatesArizona
Nov 12, 2025
M. C.
Chief Investment Officer
Mobile Phone
Email
Nov 12, 2025
K. R.
Partner, Cross-Border Tax & Financial Planner
Mobile Phone
Email
United StatesNew York
Oct 24, 2025
T. R.
Vp, Private Wealth Manager, Partner
Mobile Phone
Email
CanadaAlberta
Oct 24, 2025
B. R.
Chief Compliance Officer
Mobile Phone
Email
United StatesTexas
Oct 22, 2025
B. U.
Owner / Manager
Mobile Phone
Email
United StatesIdaho
Sep 11, 2025
K. J.
Partner
Mobile Phone
Email
Thailand
Jun 15, 2023
M. C.
Chief Investment Officer
Mobile Phone
Email
Feb 28, 2025
M. P.
Director Of Operations, Chief Compliance Officer
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Cardinal Point Wealth Management, ULC known for?

Cardinal Point Wealth Management, ULC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1243 Islington Ave, Suite 903 Toronto, Ontario M8X 1Y9, CA; you can contact the main corporate office by phone at

+1-416-849-****

. Explore Cardinal Point Wealth Management, ULC's company overview page for more information.

What is Cardinal Point Wealth Management, ULC's most common email format?

Cardinal Point Wealth Management, ULC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cardinal Point Wealth Management, ULC email formats with LeadIQ.

How many employees does Cardinal Point Wealth Management, ULC have currently?

Cardinal Point Wealth Management, ULC has approximately 51 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Cardinal Point Wealth Management, ULC's key employees and leadership?

As of October 2025, Cardinal Point Wealth Management, ULC's key employees include:

Chief Executive Officer: J. S.
Chief Operating And Financial Officer: S. T.
Chief Investment Officer: M. C.
Chief Compliance Officer: B. R.
Chief Investment Officer: M. C.

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