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

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About Jeff Sheldon

Jeffrey Sheldon is the Chief Executive Officer and co-founder of Cardinal Point. He grew up in a family of both Canadian and U.S. citizens and learned early in his professional career that there were few qualified financial service companies that could properly address his family’s complex cross-border financial planning requirements. To fill this void, Jeffrey set out ten years ago to build a premier fee-only, fiduciary, wealth management firm. And in drawing from his own personal experiences, he focused on creating an organization that could provide comprehensive and integrated cross-border investment management, financial, tax and estate planning services to both Canadians and Americans. Today, Cardinal Point has established itself as a leader in helping clients manage complex Canada-U.S. cross-border financial planning issues.

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

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About Sally Taylor

Sally Taylor is the Chief Operations Officer of Cardinal Point. Prior to joining Cardinal Point, Sally was the Chief Executive Officer of KeatsConnelly, and before that, she had a progressive career spanning most facets of financial services for client families, as well as the management and leadership of a multitude of financial service teams. She began her career in the early 1990’s serving with family offices in Cleveland, Ohio, providing comprehensive wealth management, financial and investment stewardship, and customized financial services for clients and their families. After joining KeatsConnelly in 2007, she served as Director of Financial Planning, assisting clients with their cross-border and domestic financial affairs including US and Canadian tax planning, estate planning, investment management, and cross-border financial planning. As a strategic thinker, coach, and leader with decades of experience as a business leader and as an advisor for client families, she has an in-depth understanding of the needs of her clients and their families.

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

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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

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About Matthew Zienty

Matthew Zienty is the Chief Compliance Officer at Cardinal Point where he oversees the compliance departments for our U.S. and Canadian based firms. Matt has worked in the financial services industry for over 20 years serving both institutional and retail investors. He started his career on the institutional trading desk at Deutsche Bank Alex Brown in Baltimore working with some of the largest money managers in the world. Matt continued his career with AIG Financial Advisors as a Regional Manager responsible for the Supervision of over 45 offices in approximately 20 states. He left AIG Financial Advisors to work for their largest client and assume the role of Vice President, Chief Compliance Officer where he was responsible for the development and implementation of a robust and comprehensive compliance and risk management program. Matt was selected by AIG Financial Advisors executive leadership team to serve on the AIG Financial Advisors Management Advisory Committee and Subcommittee for Compliance, a role he performed for 2 years. Prior to joining Cardinal Point, Matt was the Chief Compliance Officer for Keats, Connelly and Associates LLC and KeatsConnelly ULC. Matt received his Bachelor of Science in Justice Studies from Arizona State University and currently holds the Investment Adviser Certified Compliance Professional (IACCP) designation (U.S.), Chief Compliance Officers Qualifying Exam and New Entrants Exam (Canada). Matt has also held the Series 3, 4, 7, 24, 34, 53, 63 & 66 licenses.

Grant Skinner

Director

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About Grant Skinner

Grant Skinner is a Director of Cardinal Point Sports Management. He has over 40 years of experience representing National Hockey League families on financial and taxation matters. After graduating from the University of Manitoba with a Bachelor of Commerce (Hons.) degree in Finance, Grant articled with Ernst & Young and obtained his CA designation in 1982. After leaving the tax group at Ernst & Young, he spent several years in public practice building his tax platform for athletes, including time spent as a registered agent with the National Hockey League Players Association. In 1996, with the growth and escalation of the hockey industry, he founded Pro Ice Management Group Inc. and introduced his unique family CFO brand to NHL players and their families. Grant’s extensive financial and cross-border tax experience continues to guide his NHL families throughout their career and beyond after their retirement from professional hockey.

Tyler Skinner

Director

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About Tyler Skinner

Tyler Skinner is a Director at Cardinal Point Sports Management and has over 15 years of experience in the financial and tax industry, previously as owner of Pro Ice Management Group, and before that, working for one of the “Big Four” accounting firms in their audit and high net worth tax departments. Tyler provides Canadian and U.S. tax planning and preparation, estate planning, financial planning, and wealth management solutions exclusively to professional athletes. Tyler is an accounting graduate, obtaining his Bachelor of Commerce (Hons) from the University of Manitoba. In addition, he is a holder of the Chartered Professional Accountant (CPA), and Certified Financial Planner (CFP) designations.

Emma Yu He

Portfolio Manager

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About Emma Yu He

Emma Yu He is a Portfolio Manager at Cardinal Point. She has worked in the financial services industry since 2015 and joined Cardinal Point in 2022. Having years of investment management and trading experiences give her a solid foundation for providing comprehensive investment advice. Prior to joining Cardinal Point, she spent 6 years at BMO Private Wealth in progressive roles developing, executing and monitoring disciplined and customized investment portfolios for high-net-worth individuals, families and foundations.

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.

Kim Senff, Cardinal Point Wealth Sports Management Division

Kimberly Senff

Client Relationship Manager

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About Kimberly Senff

Kimberly brings over 25 years of experience in the financial industry and what she loves most about this diverse field are her clients and families. She always strives to create long lasting relationships by ensuring her clients’ financial needs, wants and concerns are taken care of. Kimberly joined Cardinal Point Sports Management through the Pro Ice Management acquisition in September of 2022. Her 19 years of history with Pro Ice Management and implementing all areas of the CFO program has resulted in trusted relationships with many families for this whole period.

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

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About Leanne Fortes

Leanne joins Cardinal Point Wealth Managements newest division, Cardinal Point Sports Management as a Client Relationship Manager. Her tenure with Pro Ice Management over the last 9 years has been spent taking care of every aspect of her clients & families lives with exceptional attention to the smallest of details. She brings a wealth of knowledge to our team & her dedication and efficiency is evident in all aspects of her work. Her previous work experience in the financial services industry spanning over 17 years has been integral to her success & building trusted relationships with her clients.

Leanne lives in Winnipeg with her husband her two children.

Curtis Glencross

Business Development Strategist

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About Curtis Glencross

Curtis Glencross is the Business Development Strategist at Cardinal Point Sports Management. He grew up in Western Canada where he went onto having a 11-year professional hockey career. He played 9 seasons in the NHL with the Anaheim Ducks, Columbus Blue Jackets, Edmonton Oilers, Calgary Flames, and retired in 2015 with the Washington Capitals. Curtis was a client of Pro Ice Management for nearly 20 years and has recently joined the Cardinal Point Sports Management team to enhance and grow client relations. Curtis, his wife Tanya and their 5 children live in Calgary where he is an influential community member, loves to give back, and has raised millions of dollars for charitable organizations.