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

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Our firm was founded 30 years ago by one of the most respected investment professionals in Canada.
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We currently have $3.5 billion in assets under management, with clients throughout North America.
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Our team continues to grow and now consists of 80 staff, including 12 CFA charter holders.
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We house one of the most meticulous investment research teams in Canada, including a team of 3 dedicated research analysts focused by sector.
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Since 2009, the Cardinal Foundation has assisted charitable organizations that are in great need of support throughout our community.
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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 cardinal capital management
David Aime, CFA
Financial Analyst
Zach Alderdice, CFA
Financial Analyst
Rochelle Allard
Administration Manager
Tracy Baker, RRC, CFP
Assistant Vice-President, Relationship Management
Madison Barrow cardinal capital management
Madison Barrow
Client Services Manager
rachelle bone cardinal capital management
Rachelle Bone
Client Service Manager, Business Development
joel bray cardinal capital management
Joel Bray, CFP®, CLU
Vice-President, Relationship Management
emily burt cardinal capital management
Emily Burt, MBA, CFA
Executive Vice-President
timothy e. burt cardinal capital management
Timothy E. Burt, CFA
gerald butler cardinal capital management
Gerald Butler, CLU, CH.F.C., CPCA
Senior Vice-President, Relationship Management
Annalyn Camia
Senior Accountant
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Nonny Cancade, CFDS
Vice-President, Relationship Management
Zeyuan (Zeph) Cao, B. Comm, PCP
Corporate Accountant
trevor chapman cardinal capital management
Trevor Chapman, CIM®, CFP®
Assistant Vice-President, Associate Portfolio Manager
leah cochrane cardinal capital management
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®
Senior Vice-President, Business Development
jake cullen cardinal capital management
Jake Cullen, CIM®, QAFP
Assistant Vice-President, Business Development
chris daniels cardinal capital management
Chris Daniels, CIM®
Business Development Associate
Michel (Mitch) de Rocquigny cardinal capital management
Michel (Mitch) de Rocquigny, B.COMM. (HONS.), CIM®, RHU
Vice-President, Associate Portfolio Manager
Dona Eull-Schultz cardinal capital management
Dona Eull-Schultz
Senior Vice-President and Portfolio Manager
danny fraser cardinal capital management
Danny Fraser, CPA, CA
Vice-President, Finance and CFO
kim gibson cardinal capital management
Kim Gibson, EPC, CIM®
Vice-President, Business Development
eric johanson cardinal capital management
Eric Johanson
Client Service Manager
douglas kee cardinal capital management
Douglas Kee, CFA
Senior Vice-President and Portfolio Manager
Tanis Kemerle
Business Development
cardinal capital management Geoff Kirbyson Marketing
Geoff Kirbyson, MBA
Director of Marketing
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Grant Kopytko
Senior Equity Trader
robert lam cardinal capital management
Robert Lam, CPA, CA, CFA
Assistant Vice-President, Financial Analyst
brandy lavich cardinal capital management
Brandy Lavich
Client Service Manager
ron malech cardinal capital management
Ron Malech, CFP®, FMA, CIM®
Senior Vice-President, Business Development
patrick manahan cardinal capital management
Patrick J. Manahan, CPA, CA, B.Comm.
Senior Vice-President and Portfolio Manager
evan j mancer cardinal capital management
Evan J. Mancer, CFA
President and Chief Investment Officer
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Jodee McIntosh
Training and Development Manager
scott mckee cardinal capital management
Scott McKee, CFP®, CIM®
Vice-President, Associate Portfolio Manager
dewayne osborn cardinal capital management
DeWayne Osborn, CPA, CGA, CFP®
Vice-President, Chief Compliance Officer and Head of Philanthropic Services
taryn page cardinal capital management
Taryn Page, CFA
Assistant Vice-President, Associate Portfolio Manager
greg phillips cardinal capital management
Greg Phillips, CFP®, CIM®
Vice-President, Business Development
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Corren Piercey
Vice-President, Operations
brett purdy cardinal capital management
Brett Purdy, CFA
Vice-President, Investments and Bond Manager
jeff rance cardinal capital management
Jeff Rance, CFA
Assistant Vice-President, Financial Analyst
clinton rebec cardinal capital management
Clinton Rebec, FCSI, CIM®, MBA
Vice-President, Associate Portfolio Manager
Sandeep Rehill, CPA, B. Comm. (Hons.)
Assistant Controller
rob robinson cardinal capital management
Rob Robinson, BGS, CFP, CFDS, RRC
Senior Vice-President, Relationship Management
jeffrey ryall cardinal capital management
Jeffrey Ryall, B.COMM. (HONS.), CFA, CFP®
Assistant Vice-President, Associate Portfolio Manager
Preeya Sharma
Client Services Administrator
kristyn siemens cardinal capital management
Kristyn Siemens
Client Services Assistant
christina sullivan cardinal capital management
Christina Sullivan
Manager, Administration
leanne thiessen cardinal capital management
Leanne Thiessen, B.COMM. (HONS.), CIM®
Assistant Vice-President, Business Development
shelly thomson cardinal capital management
Shelly Thomson
Client Services Assistant
Hannah Watts
Business Development Assistant
Sheila Wilson-Kowal cardinal capital management
Sheila Wilson-Kowal, CFA
Vice-President, Investments and Portfolio Manager
terry wong cardinal capital management
Terry Wong, CPA, CMA, CFA
Senior Vice-President, Investments and Portfolio Manager
ian wood cardinal capital management
Ian Wood, CFP®, CIM®, MFA-P
Vice-President, Associate Portfolio Manager
Taylor R Zimmerman cardinal capital management
Taylor Zimmerman, CFP®
Assistant Vice-President, Relationship Management

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