Learn More About Cardinal Capital Management, Inc.

About Us

Our History

Founded in 1992 by Timothy Burt, our company was built on the premise that most investors do not have access to good long term investment alternatives. Since these early days, our team has been driven by a commitment to consistency, discipline, research and an unwavering desire to do what is best for our clients and their families. Our approach has been rewarded by a proven track record, and by the growing assets of a large number of private and institutional clients.

Our Growth

Our firm was founded 30 years ago by one of the most respected investment professionals in Canada.

We currently have $3.5 billion in assets under management, with clients throughout North America.

Our team continues to grow and now consists of 80 staff, including 12 CFA charter holders.

We house one of the most meticulous investment research teams in Canada, including a team of 3 dedicated research analysts focused by sector.

Since 2009, the Cardinal Foundation has assisted charitable organizations that are in great need of support throughout our community.

Our institutional assets under management have grown by an average of 35% since 2005*.

Our Approach

We like dividend paying companies

We invest in strong businesses. Strong businesses pay dividends and those dividends mean growth and reward to shareholders.

We value invest

We are a value manager and use a fundamental bottom-up approach to stock selection. Our portfolios are built with large-cap, high-quality stocks selling at below-average valuations.

We don't look like the index

A combination of in-house research and a deep understanding of the economy guide our investment decisions. Our portfolios are built up of a small number of selected high-quality stocks and we don't defer to the index.

We incorporate ESG factors into our investment process

A signatory of the UN PRI, we believe that evaluating ESG factors go hand in hand with preserving capital for clients.

The Cardinal Team

We are accessible and sincerely devoted to providing exceptional customer service and promoting success for the long term. It is important for us to provide every client with flexible, personalized service.

David Aime, CFA

Equity Analyst

Zach Alderdice, CFA

Equity Analyst

Tracy Baker, RRC, CFP

Certified Financial Planner

Madison Barrow

Client Services Manager

Rachelle Bone

Client Service Manager, Business Development

Joel Bray, CIM®, CFP®, CLU

Investment Counsellor

Emily Burt, MBA, CFA

Executive Vice-President

timothy e. burt cardinal capital management

Timothy E. Burt, CFA

Founder

gerald butler cardinal capital management

Gerald Butler, CLU, CH.F.C., CPCA

Client Relationship Representative

Annalyn Camia

Senior Accountant

nonny cancade cardinal capital management

Nonny Cancade, CFDS

Client Relationship Representative

Zeyuan (Zeph) Cao, B. Comm, PCP

Corporate Accountant

trevor chapman cardinal capital management

Trevor Chapman, CIM®, CFP®

Investment Counsellor

Leah Cochrane

Client Service Manager

austin coughlin cardinal capital management

Austin Coughlin, CIM®

Associate, Business Development

brian coughlin cardinal capital management

Brian Coughlin, CFP®, CIM®

Vice President, Investment Counsellor and Head of Cardinal Sport

Jake Cullen, CIM®, QAFP

Associate Investment Counsellor

chris daniels cardinal capital management

Chris Daniels, CIM®

Wealth Advisor, Client Relationship Manager

Michel (Mitch) de Rocquigny cardinal capital management

Michel (Mitch) de Rocquigny, B.COMM. (HONS.), CIM®, RHU

Investment Counsellor

Dona Eull-Schultz

Vice President, Investment Counsellor and Region Head, Ontario

danny fraser cardinal capital management

Danny Fraser, CPA, CA

Vice-President, Finance and CFO

Eric Johanson

Client Service Manager

Douglas Kee, CFA

Portfolio Manager

cardinal capital management Geoff Kirbyson Marketing

Geoff Kirbyson, MBA

Director of Marketing

Grant Kopytko

Senior Equity Trader

Robert Lam, CPA, CA, CFA

Senior Equity Analyst

Brandy Lavich

Client Service Manager

Ron Malech, CFP®, FMA, CIM®

Senior Investment Counsellor

patrick manahan cardinal capital management

Patrick J. Manahan, CPA, CA, B.Comm.

Senior Investment Counsellor

evan j mancer cardinal capital management

Evan J. Mancer, CFA

President and Chief Investment Officer

Jodee McIntosh

Training and Development Manager

Scott McKee, CFP®, CIM®

Investment Counsellor

dewayne osborn cardinal capital management

DeWayne Osborn, CPA, CGA, CFP®

Vice-President, Chief Compliance Officer and Head of Philanthropic Services

Taryn Page, CFA

Investment Counsellor

greg phillips cardinal capital management

Greg Phillips, CFP®, CIM®

Investment Counsellor

Corren Piercey

Vice-President, Operations

Brett Purdy, CFA

Portfolio Manager, Director Fixed Income

Jeff Rance, CFA

Senior Equity Analyst

clinton rebec cardinal capital management

Clinton Rebec, FCSI, CIM®, MBA

Vice President, Investment Counsellor and Region Head, Alberta

Sandeep Rehill, CPA, B. Comm. (Hons.)

Assistant Controller

rob robinson cardinal capital management

Rob Robinson, BGS, CFP, CFDS, RRC

Vice President, Certified Financial Planner and Region Head, Brandon

jeffrey ryall cardinal capital management

Jeffrey Ryall, B.COMM. (HONS.), CFA, CFP®

Investment Counsellor

Preeya Sharma

Client Services Administrator

Kristyn Siemens

Client Services Assistant

Christina Sullivan

Manager, Investments

leanne thiessen cardinal capital management

Leanne Thiessen, B.COMM. (HONS.), CIM®

Investment Counsellor

Shelly Thomson

Client Services Assistant

Petra Vincent

Client Services Manager

Hannah Watts

Business Development Assistant

Sheila Wilson-Kowal cardinal capital management

Sheila Wilson-Kowal, CFA

Portfolio Manager, Director Equity Research

Terry Wong, CPA, CMA, CFA

Vice President, Investments and Portfolio Manager

Ian Wood, CFP®, CIM®, MFA-P

Investment Counsellor

Taylor R Zimmerman cardinal capital management

Taylor Zimmerman, CFP®

Certified Financial Planner

About Us

Our History

Our Growth

Our Approach

The Cardinal Team

Let us show you how.