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Cardinal Point Wealth Management, ULC Employee Directory

Financial ServicesOntario, Canada51-200 Employees

Cardinal Point Wealth Management, ULC has about 61 employees across 2 continents, most of them in North America. By country, the largest groups are Canada (54%), United States Of America (41%) and India (2%). Banking and Education make up over half of the profiles with a known department. Cardinal Point Wealth Management, ULC's workforce spans 7 departments.

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

Cardinal Point Wealth Management, ULC Global Highlights

Location
Employees

North America
118

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  • Canada
    67
  • United States Of America
    51

Asia
5

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  • India
    2
  • Bangladesh
    1
  • Thailand
    1
  • Malaysia
    1

Africa
1

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  • Namibia
    1

Europe
1

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  • Ireland
    1

North America accounts for 94% of Cardinal Point Wealth Management, ULC's workforce, followed by Asia (4%).

Cardinal Point Wealth Management, ULC's Leadership

  • Chief Executive Officer at Cardinal Point Wealth Management, ULC
    J. S.
    Chief Executive Officer
    Mobile Phone
  • Chief Investment Officer at Cardinal Point Wealth Management, ULC
    M. C.
    Chief Investment Officer
    Mobile Phone
  • President, Wealth Management, Montreal Operations at Cardinal Point Wealth Management, ULC
    R. B.
    President, Wealth Management, Montreal Operations
    Mobile Phone
  • Vp, Private Wealth Manager, Partner at Cardinal Point Wealth Management, ULC
    T. R.
    Vp, Private Wealth Manager, Partner
    Mobile Phone
  • Partner at Cardinal Point Wealth Management, ULC
    K. J.
    Partner
    Mobile Phone
  • Director Of Operations, Chief Compliance Officer at Cardinal Point Wealth Management, ULC
    M. P.
    Director Of Operations, Chief Compliance Officer
    Mobile Phone
  • Vice President, Private Wealth Manager at Cardinal Point Wealth Management, ULC
    J. M.
    Vice President, Private Wealth Manager
    Mobile Phone
  • Portfolio Manager & Senior Director Of Active Strategies at Cardinal Point Wealth Management, ULC
    E. G.
    Portfolio Manager & Senior Director Of Active Strategies
    Mobile Phone

Cardinal Point Wealth Management, ULC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Education
  • Business
  • Other
  • Human Resources

Banking is the largest department at 84% of profiles with a known department, followed by Education (6%) and Business (2%).

Contact profiles from Cardinal Point Wealth Management, ULC

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer at Cardinal Point Wealth Management, ULC
    J. S.
    Chief Executive Officer
    Mobile Phone
    Canada, Ontario
    Feb 04, 2026
  • President, Wealth Management, Montreal Operations at Cardinal Point Wealth Management, ULC
    R. B.
    President, Wealth Management, Montreal Operations
    Mobile Phone
    Canada, Quebec
    Sep 13, 2026
  • Vp, Private Wealth Manager, Partner at Cardinal Point Wealth Management, ULC
    T. R.
    Vp, Private Wealth Manager, Partner
    Mobile Phone
    Canada, Alberta
    Sep 22, 2026
  • Partner at Cardinal Point Wealth Management, ULC
    K. J.
    Partner
    Mobile Phone
    Thailand
    Jun 15, 2023
  • Chief Investment Officer at Cardinal Point Wealth Management, ULC
    M. C.
    Chief Investment Officer
    Mobile Phone
    Oct 16, 2026
  • Director Of Operations, Chief Compliance Officer at Cardinal Point Wealth Management, ULC
    M. P.
    Director Of Operations, Chief Compliance Officer
    Mobile Phone
    Oct 21, 2024
  • Vice President, Private Wealth Manager at Cardinal Point Wealth Management, ULC
    J. M.
    Vice President, Private Wealth Manager
    Mobile Phone
    Feb 18, 2025
  • Portfolio Manager & Senior Director Of Active Strategies at Cardinal Point Wealth Management, ULC
    E. G.
    Portfolio Manager & Senior Director Of Active Strategies
    Mobile Phone
    Canada, Quebec
    Sep 18, 2026
  • Director, Calgary Operations, Private Wealth & Portfolio Manager at Cardinal Point Wealth Management, ULC
    S. T.
    Director, Calgary Operations, Private Wealth & Portfolio Manager
    Mobile Phone
    Canada, Alberta
    Apr 15, 2026
  • Client Accounting Director at Cardinal Point Wealth Management, ULC
    S. D. Z.
    Client Accounting Director
    Mobile Phone
    Canada, Ontario
    Feb 28, 2025

Frequently Asked Questions

What are the largest departments at Cardinal Point Wealth Management, ULC?

Minus sign iconPlus sign iconBanking is the largest department at 84% of profiles with a known department, followed by Education (6%) and Business (2%). Cardinal Point Wealth Management, ULC's workforce spans 7 departments.

Where are Cardinal Point Wealth Management, ULC's employees located?

Minus sign iconPlus sign iconCardinal Point Wealth Management, ULC has about 61 employees across 2 continents, most of them in North America. North America accounts for 94% of Cardinal Point Wealth Management, ULC's workforce, followed by Asia (4%). By country, the largest groups are Canada (54%), United States Of America (41%) and India (2%).

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

Minus sign iconPlus sign iconCardinal Point Wealth Management, ULC has approximately 61 employees as of October 2026. These team members are located across 4 continents, including North America, Asia and Africa.

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

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As of October 2026, Cardinal Point Wealth Management, ULC's key employees include:

  • Chief Executive Officer: J. S.
  • Chief Investment Officer: M. C.
  • President, Wealth Management, Montreal Operations: R. B.
  • Vp, Private Wealth Manager, Partner: T. R.
  • Partner: K. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

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

What is Cardinal Point Wealth Management, ULC known for?

Minus sign iconPlus sign iconCardinal Point Wealth Management, ULC was founded in 2009 and operates in the Financial Services industry. You can contact Cardinal Point Wealth Management, ULC's main corporate office by phone at
+1-416-849-****
. Explore Cardinal Point Wealth Management, ULC's company overview page for more information.

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