A Common Sense Path
to Long Term Wealth

Because It Works

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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 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.

Insights

Canadian Equity

Geoff Kirbyson
February 10 2022

Foreign Equity

Geoff Kirbyson
February 10 2022
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Let us show you how.

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Because it works.

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

5 YEAR
8.58%Cardinal Canadian Equity
Composite

10.04%

S&P/TSX Total Return
10 YEAR
15 YEAR
20 YEAR

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

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