James Sheldon , Board Member of the Canada California Business Council and CEO / co-founder of Cardinal Point Wealth Management. James chats with Wendy Crystal at the RealTVfilms Social Media Lodge PRESENTED by CANADA CALIFORNIA BUSINESS COUNCIL. James specializes in managing the financial affairs of wealthy individuals, families and non-profit organizations in Canada and the United States. His firm's core focus is on providing comprehensive investment and wealth planning solutions for the unique wealth management needs of cross-border clients moving to-and-from the United States and Canada. James is a member of the Board of Advisors for the Canadian California Business Council and the Canadian Nevada Business Council, which are both tasked with promoting bilateral trade.
Specialties
Cross-border transition strategies, investment management and financial planning.
