Jeff Sheldon

Jeff Sheldon is the Chief Executive Officer and co-founder of Cardinal Point, a premier Canada-U.S. cross-border wealth management and family office firm. Having built his career working with clients, advisors, and financial professionals across both Canada and the United States, Jeff developed a deep understanding of the unique wealth management and financial planning complexities faced by affluent individuals and families. Drawing on this experience, he helped build Cardinal Point as an independent fiduciary firm dedicated to providing integrated and objective wealth management solutions. Under his leadership, the firm has grown into a trusted advisor to high-net-worth and ultra-high-net-worth families delivering comprehensive investment management, financial planning, tax planning, estate planning, and family office services through a coordinated and holistic approach. As CEO, Jeff is responsible for the firm’s strategic direction, long-term vision, and overall leadership. He works closely with the executive team to drive growth, foster innovation, and ensure the firm continues to deliver an exceptional client experience. Jeff is passionate about building a culture centered on fiduciary advice, collaboration, and professional excellence, while positioning Cardinal Point as a leading provider of sophisticated Canadian and cross-border wealth management solutions. His leadership is focused on helping clients navigate complexity with confidence and empowering the firm’s advisors and specialists to deliver integrated solutions that preserve and enhance wealth across generations. With over 25 years of experience in the financial services industry, Jeff remains committed to advancing the firm’s mission of helping clients achieve financial clarity and peace of mind through comprehensive, forward-looking advice. He holds a Bachelor of Arts degree from Queen’s University.