What departments does Cardinal Point Wealth Management, ULC have?

Cardinal Point Wealth Management, ULC has employees across 6 departments including Operations, Finance, Accounting, Administrative, Engineering.

What is the largest department at Cardinal Point Wealth Management, ULC?

The largest department at Cardinal Point Wealth Management, ULC is Operations with 5 employees.

Where are Cardinal Point Wealth Management, ULC employees located globally?

Cardinal Point Wealth Management, ULC has employees across 3 continents and 6 countries including Namibia, Malaysia, Thailand, Bangladesh, Canada.

How has Cardinal Point Wealth Management, ULC's team size changed over time?

Cardinal Point Wealth Management, ULC's team has grown from approximately 47 to 51 employees based on available data.

Cardinal Point Wealth Management, ULC Employee Directory

Financial ServicesOntario, Canada51-200 Employees

Cardinal Point Wealth Management, ULC is a financial services firm focused on cross-border wealth management between Canada and the United States. Headquartered in Toronto, Ontario, it delivers tailored investment, tax, estate, transition, and financial planning solutions for affluent individuals and families. The firm employs a disciplined process that includes creating an investment policy, determining asset allocation, and managing portfolios. Its client base comprises Canadian and U.S. residents, expatriates, and people immigrating to or from Canada and the United States. As a mid-sized practice, Cardinal Point operates within the financial services sector, offering integrated cross-border planning. In May 2024, Cardinal Point Wealth Management Partners, LLC announced a partnership with GAVIN Hockey Wealth Specialists.

Cardinal Point Wealth Management, ULC Global Highlights

North America
106

Canada
61
United States Of America
45

Asia
3

Malaysia
1
Thailand
1
Bangladesh
1

Africa
1

Namibia
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
M. P.
Vice President - Financial Advisor
Mobile Phone
Email
R. B.
President, Wealth Management, Montreal Operations
Mobile Phone
Email
J. D.
President
Mobile Phone
Email
W. K. B.
Founder & Wealth Manager
Mobile Phone
Email
K. R.
Partner, Cross-Border Tax & Financial Planner
Mobile Phone
Email

Cardinal Point Wealth Management, ULC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Education
Business
Accounting
Other
Human Resources

Contact profiles from Cardinal Point Wealth Management, ULC

Name

Title

Contact Info

Location

Last Update

M. P.
Director Of Operations, Chief Compliance Officer
Mobile Phone
Email
Oct 21, 2024
M. P.
Vice President - Financial Advisor
Mobile Phone
Email
United StatesNew York
Apr 13, 2026
J. M.
Vice President, Private Wealth Manager
Mobile Phone
Email
Feb 18, 2025
M. H.
Senior Portfolio Manager And Trading Director
Mobile Phone
Email
United StatesArizona
Apr 02, 2025
Z. L.
Director - Portfolio Asset Management
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
S. D. Z.
Client Accounting Director
Mobile Phone
Email
CanadaOntario
Feb 28, 2025
R. C.
Director Cross-Border Wealth Services
Mobile Phone
Email
Oct 16, 2024
A. K.
Senior Portfolio Manager
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
C. R.
Portfolio Manager
Mobile Phone
Email
CanadaAlberta
Jun 02, 2026
D. D. R.
Private Wealth Manager / Portfolio Manager
Mobile Phone
Email
CanadaAlberta
Apr 17, 2026

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 Avenue Suite 903 Toronto, Ontario Canada; 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 53 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaAfrica.

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

As of May 2026, 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.
Vice President - Financial Advisor: M. P.
President, Wealth Management, Montreal Operations: R. B.

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Cardinal Point Wealth Management, ULC Employee Directory

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