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
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |