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 $4.3 billion in assets under management, with clients throughout North America.
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Our team continues to grow and now consists of 84 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
Equity Analyst
zach alderdice cardinal capital management inc
Zach Alderdice, CFA
Equity Analyst
tracy baker cardinal capital management inc
Tracy Baker, RRC, CFP
Certified Financial Planner
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, CIM®, CFP®, CLU
Investment Counsellor
emily burt cardinal capital management
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 cao cardinal capital management inc
Zeyuan (Zeph) Cao, B. Comm, PCP
Manager, Accounting & Compensation
Jennifer Cartwright
Client Services Manager
trevor chapman cardinal capital management
Trevor Chapman, CIM®, CFP®
Investment Counsellor
dave christie cardinal capital management
Dave Christie
Director
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®
Vice President, Investment Counsellor and Head of Cardinal Sport
jake cullen cardinal capital management
Jake Cullen, CIM®, CFP®
Wealth Advisor – Client Relationship Manager
Michel (Mitch) de Rocquigny cardinal capital management
Michel (Mitch) de Rocquigny, B.COMM. (HONS.), CIM®, RHU
Investment Counsellor
Craig Engel Cardinal Capital Management, Inc.
Craig Engel
Director
Dona Eull-Schultz cardinal capital management
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
Miranda Hickman
Client Service Manager
Allan Hryniuk
Client Relationship Representative
eric johanson cardinal capital management
Eric Johanson, CIM®
Client Service Manager
Kristopher Keach, MBA
Associate Investment Counselor
douglas kee cardinal capital management
Douglas Kee, CFA
Portfolio Manager
cardinal capital management Geoff Kirbyson Marketing
Geoff Kirbyson, MBA
Director of Marketing
grant kopytko cardinal capital management
Grant Kopytko
Senior Equity Trader
robert lam cardinal capital management
Robert Lam, CPA, CA, CFA
Senior Equity Analyst
brandy lavich cardinal capital management
Brandy Lavich
Client Relationship Representative
Khrystyna Los
Client Services Manager
ron malech cardinal capital management
Ron Malech, CFP®, FMA, CIM®
Senior Investment Counsellor
patrick manahan cardinal capital management
Patrick J. Manahan, B.Comm, CPA, CA.
Senior Investment Counsellor
evan j mancer cardinal capital management
Evan J. Mancer, CFA
President and Chief Investment Officer
jodee mcintosh cardinal capital management
Jodee McIntosh
Manager, Administration
scott mckee cardinal capital management
Scott McKee, CFP®, CIM®
Investment Counsellor
Will Mitchell - Cardinal Capital Management, Inc.
Will Mitchell, MBA, CFA, CFP
Senior Investment Counsellor
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
Investment Counsellor
greg phillips cardinal capital management
Greg Phillips, CFP®, CIM®
Investment Counsellor
corren piercey cardinal capital management
Corren Piercey
Vice-President, Operations
brett purdy cardinal capital management
Brett Purdy, CFA
Portfolio Manager, Director Fixed Income
jeff rance cardinal capital management
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 cardinal capital management inc
Sandeep Rehill, CPA
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 cardinal capital management inc
Preeya Sharma
Client Services Administrator
kristyn siemens cardinal capital management
Kristyn Siemens
Client Services Assistant
christina sullivan cardinal capital management
Christina Sullivan
Manager, Investments
leanne thiessen cardinal capital management
Leanne Thiessen, B.COMM. (HONS.), CIM®
Investment Counsellor
shelly thomson cardinal capital management
Shelly Thomson
Client Services Assistant
petra vincent cardinal capital management
Petra Vincent
Client Services Manager
hannah watts cardinal capital management inc
Hannah Watts
Business Development Assistant
Sheila Wilson-Kowal cardinal capital management
Sheila Wilson-Kowal, CFA
Portfolio Manager, Director Equity Research
terry wong cardinal capital management
Terry Wong, CPA, CMA, CFA
Vice President, Investments and Portfolio Manager
ian wood cardinal capital management
Ian Wood, CFP®, CIM®, MFA-P
Investment Counsellor
Taylor R Zimmerman cardinal capital management
Taylor Zimmerman, CFP®
Certified Financial Planner

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