A Common Sense Path
to Long Term Wealth

Because It Works

learn more arrow sign

Consistent and Disciplined Investment 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 30 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.

Insights

Q2 Cardinal Commentary - Foreign Equity 2024

Geoff Kirbyson
August 2, 2024

Q2 Cardinal Commentary - Canadian Equity 2024

Geoff Kirbyson
July 29, 2024

Cardinal Comes to Kelowna!

We are trilled to announce the grand opening of our new Kelowna office, our first foray into British Columbia

Read more from Kelowna now
learn more arrow sign
August 7, 2024
JEFF Ryall
July 30, 2024

How Athletes Manage Their Wealth | Next-Level Investing With Brian Coughlin


Watch now
learn more arrow sign
Brain coughlin
July 25, 2024

The Power of Investor Activism

Reinstatement of Former CEO brings Gildan Activewear Soap Opera to and End
July 24, 2024
learn more arrow sign

A consistent, disciplined and common sense approach to growth.

learn more arrow sign

Let us show you how.

learn more arrow sign