What departments does Cardinal Point Wealth Management, ULC have?

Cardinal Point Wealth Management, ULC has employees across 8 departments including Entrepreneurship, Operations, Finance, Accounting, Entertainment.

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

The largest department at Cardinal Point Wealth Management, ULC is Program & Project Management with 5 employees.

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

Cardinal Point Wealth Management, ULC has employees across 4 continents and 7 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
112

Canada
63
United States Of America
49

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
M. C.
Chief Investment Officer
Mobile Phone
Email
R. B.
President, Wealth Management, Montreal Operations
Mobile Phone
Email
T. R.
Vp, Private Wealth Manager, Partner
Mobile Phone
Email
K. J.
Partner
Mobile Phone
Email
M. P.
Director Of Operations, Chief Compliance Officer
Mobile Phone
Email
J. M.
Vice President, Private Wealth Manager
Mobile Phone
Email
S. D. Z.
Client Accounting Director
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

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
E. H.
Private Wealth Manager & Portfolio Manager
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
M. D.
Portfolio Manager
Mobile Phone
Email
CanadaOntario
Jun 08, 2026
M. S.
Senior Investment Advisor And Senior Portfolio Manager
Mobile Phone
Email
CanadaAlberta
Jun 28, 2026
J. D.
Portfolio Manager
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
J. M.
Portfolio Manager
Mobile Phone
Email
CanadaQuebec
Jun 28, 2026
J. K.
Senior Operations Manager
Mobile Phone
Email
CanadaBritish Columbia
Apr 16, 2026
J. A.
Private Wealth Manager
Mobile Phone
Email
Oct 22, 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; 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 57 employees as of July 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 July 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.

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Cardinal Point Wealth Management, ULC Employee Directory

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