A Common Sense Path to Long Term Wealth

Because It Works

Consistent and Disciplined Portfolio Management

Founded in 1992, we are a privately owned, independent investment firm, managing assets for a broad range of individual and institutional investors.

Our common sense approach to investing has helped our clients safely and profitably invest and manage their wealth for the past 25 years.

Individuals

Investment management for individuals, families, holding corporations and trusts.

Advisors

Investment management for independent financial advisors and their clients.

Institutions

Investment management and counsel for large institutional investors.

Common sense investing, in a field where common sense isn't all that common.

Success in investing does not come from trading stocks -- it comes from the ownership of great companies. We believe in discipline; we celebrate the importance of research and the power of patience in the selection and purchase of these companies.

Because it works.

We have demonstrated a proven track record of outperformance. One that is still going strong.

5 YEAR
11.45%Cardinal Canadian Equity
Composite

8.25%

S&P/TSX Total Return
8.35%
Average Canadian Equity Fund
10 YEAR
6.49%Cardinal Canadian Equity
Composite
4.72%
S&P/TSX Total Return
3.50%
Average Canadian Equity Fund
15 YEAR
9.66%Cardinal Canadian Equity
Composite
7.44%
S&P/TSX Total Return
5.53%
Average Canadian Equity Fund
20 YEAR
13.17%Cardinal Canadian Equity
Composite
8.23%
S&P/TSX Total Return
6.83%
Average Canadian Equity Fund

A consistent, disciplined and common sense approach to growth. Because it works.

Let us show you how.