# Cardinal Point Wealth Management

Cardinal Point Wealth Management is a Multi Family Office based in Toronto, On, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Toronto, On, Canada
- **Region:** North America
- **Address:** 3280 Bloor Street West, Centre Tower Suite 500, Toronto, ON, Canada
- **Founded:** 2002
- **Assets under management:** 3965 (Altss estimate)
- **Website:** cardinalpointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cardinal-point-wealth-management

## Regulatory record

- **CRD number:** 140619
- **SEC file number:** 801-66719
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140619

## About

Cardinal Point Wealth Management was established in 2002 by Jeff Sheldon. The firm provides investment advisory, financial planning, and portfolio management to individuals, trusts, and corporations with Canada-U.S. connections. The firm allocates across real estate, digital assets, hedge funds, infrastructure, and private credit. Confirmed positions include public equity holdings such as Apple and Royal Bank of Canada as of Q2 2025 filings. It executes direct real estate investments and maintains exposure to Web3 and blockchain assets. Geographic focus centers on North America with operations in Canada and the United States. The firm reports $3.965 billion in assets. It maintains memberships in the Portfolio Management Association of Canada and the Financial Planning Association of Canada. Terry Ritchie serves on the National Board of the Financial Planning Association of Canada. In 2025 Cardinal Point acquired Dorchester Wealth Management in Montreal to expand its footprint. Cardinal Point operates as a partner firm within Focus Financial Partners. This affiliation supplies scale while preserving local cross-border specialization for Canadian professionals and business owners relocating to or from the United States.

## Sectors

- Real Estate
- Digital Assets
- Sports & Wellness

## People

- Jeff Sheldon — Founder and CEO
- Terry Ritchie — Senior Director and Private Wealth Manager
- Stew Gavin — Chairman and Co-Founder of GAVIN Hockey Wealth Specialists

## Questions

### Who runs investment decisions at Cardinal Point Wealth Management?

Jeff Sheldon serves as Founder and CEO. Terry Ritchie acts as Senior Director and Private Wealth Manager with focus on cross-border planning.

### How does Cardinal Point Wealth Management source proprietary deal flow?

The firm leverages its network within Focus Financial Partners and industry memberships including the Portfolio Management Association of Canada.

### Does Cardinal Point Wealth Management participate in fund commitments or only direct deals?

The firm executes both direct investments in real estate and public securities alongside indicated allocations to private equity and hedge funds.

### What investment stages does Cardinal Point Wealth Management typically target?

The firm focuses on established public equity positions and direct real estate rather than early-stage venture.

### What is Cardinal Point Wealth Management's known posture on co-investments alongside external GPs?

Public filings show equity positions in companies such as NVIDIA and Meta Platforms; direct co-investment activity alongside external managers is not detailed in available records.

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Last updated: 2026-07-06T01:24:13.527Z

Canonical page: https://altss.com/profile/cardinal-point-wealth-management

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