A Team You Can Trust
Cardinal Point is optimally aligned to assist athletes with tax planning, financial planning, and wealth management.
Our Journey
Started as Pro Ice Management Group (PIMG) in 1984, we began providing cross-border Canadian and U.S. tax consulting services to professional hockey players. The vision of the company evolved with the needs of its clients, and in 1996, PIMG’s Family CFO Program was created. This program merged the accounting and financial planning into a comprehensive, integrated approach to wealth management – all specifically tailored to the professional athlete. In 2022, the staff of PIMG joined Cardinal Point as a natural next step, enabling our team to enhance business management, tax planning, and family office services to our professional athlete client base.
Our Knowledge & Expertise
Understanding where the potential pitfalls are and knowing how to mitigate them can go a long way toward helping pro athletes turn a huge but short-term paycheck into a lifetime of financial stability. With Cardinal Point, you have the added security of knowing that our experienced team of professionals understands the complexity of our players’ professional and financial lives.

Jeff Sheldon
Chief Executive Officer & Co-Founder
About Jeff Sheldon
Prior to co-founding Cardinal Point, Jeffrey Sheldon worked as a national business development and practice management consultant for a California-based financial turnkey asset management provider (TAMP) firm. Jeffrey began his career working for Assante Asset Management in Toronto as a regional business development associate in the Private Client division. He later became a partner in a financial advisory practice that focused on servicing high net-worth professionals and small business owners in Canada. Jeffrey has worked in the financial services industry for close to 20 years and holds a Bachelor of Arts degree from Queen’s University.

Sally Taylor
Chief Operating Officer
About Sally Taylor
Sally Taylor was appointed by Governor Brewer in 2013 to the Arizona College Savings Plan Oversight Committee and currently serves on the Committee, as well as other non-profit boards and investment committees for professional societies such as the Arizona Society of CPAs and Soroptimist International of Phoenix. She was named one of the Most Influential Women in Arizona in 2017. She is passionate about empowering and enabling opportunities for women and girls. She and her husband reside in Mesa, Arizona and enjoy bowling, traveling, reading, and spending time with friends and family.
Sally holds a Bachelor of Arts Degree from John Carroll University and a Masters Degree in Financial Planning from the College for Financial Planning. She is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial PlannerTM.

Matt Carvalho
Chief Investment Officer
About Matt Carvalho
Matt Carvalho is the Chief Investment Officer at Cardinal Point where he oversees the firm’s investment management process, philosophy, people and strategies for our U.S. and Canadian based clients. Matt Carvalho has worked in the financial services industry for over 15 years serving both individual and institutional investors. Prior to joining Cardinal Point, Matt was Vice President, Portfolio Strategy for a California-based turnkey asset management provider (TAMP) firm with over $17 billion under management. While there, he was a member of a six person investment committee that included Nobel Prize (Economics) winner Dr. Harry Markowitz and Dr. Meir Statman, expert on behavioral finance. Previous roles included management of institutional size fixed income trades and monitoring for a bank as well as active trader and retirement planning support for a brokerage firm. Socially Responsible and Sustainability investing mandates are additional areas of experience. Matt has actively participated in conference speaking engagements and writing with an educational focus for investors. He received his Bachelor of Science from University of the Pacific in 2003, obtained his Chartered Financial Analyst (CFA) designation in 2007, and his Certified Financial Planner (CFP®) designation in 2012.

Matthew Zienty
Chief Compliance Officer
About Matthew Zienty

Grant Skinner
Director
About Grant Skinner

Tyler Skinner
Director
About Tyler Skinner

Emma Yu He
Portfolio Manager
About Emma Yu He
Emma obtained a Bachelor of Science Degree in Economics and Statistics from the University of Toronto. She also holds the CFA and CAIA designations. Based in Toronto, she enjoys golfing, traveling and spending time with her husband and daughter.

Kimberly Senff
Client Relationship Manager
About Kimberly Senff
Kimberly graduated from the University of Manitoba with a Bachelor of Human Ecology (Hons.) with a major in Family Studies and a minor in Management. She is committed to continuing her education and has over the years completed such courses as the Canadian Securities Course, Conduct and Practices Handbook, the Professional Financial Planning Course and tax preparation courses.
Kimberly, her husband and two children love traveling and spending time outdoors.

Leanne Fortes
Client Relationship Manager
About Leanne Fortes
Leanne lives in Winnipeg with her husband her two children.
