CRD: 140619
Cardinal Point Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-23-2006
- Office Locations
- 6
Office Locations
About Cardinal Point Wealth Management
Cardinal Point Wealth Management is a Toronto-based advisory firm serving retail and institutional clients with wealth management, portfolio construction, and financial/tax planning (including insurance and charitable strategies). Investment approach emphasizes asset allocation and risk management using ETFs, index funds, mutual funds, and fixed income, with exposure to alternatives/real assets. Focus includes entrepreneurs and athletes, with offices in Canada and the U.S. and custody support including Schwab.
Reported data analysis
What the numbers show
Between September 16, 2025 and April 21, 2026, reported AUM increased 20.7%, from $4.0B to $4.8B.
Across 5 reported observations, AUM increased 334.1% between November 3, 2022 and April 21, 2026, from $1.1B to $4.8B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 24 advisory representatives and 2,387 clients, or 99.5 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 6 reported office locations and 20 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MATTHEW J CARVALHO
Certified Financial Planner, Chief Investment Officer
- CRD
- #4669730
- Ownership
- Less than 5%
JEFFREY SCOTT SHELDON
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5494190
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JEFFREY ALAN ADEMA
Partner
- CRD
- #5730730
Christina Joy Emilia Artem
Economist
- CRD
- #8085124
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,787,749,653 | $542,460 |
| Non-Discretionary | $20,547,014 | $662,807 |
| Total | $4,808,296,667 | $542,881 |
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Separately Managed Accounts
SMA allocation detail is available
Cardinal Point Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cardinal Point Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.