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 25 years ago by one of the most respected investment professionals in Canada.
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We currently have $1.7 billion in assets under management, with clients throughout North America.
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Our team continues to grow and now consists of 44 staff, including 11 CFA charter holders.
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We house one of the most meticulous investment research teams in Canada, including a team of 4 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 follow research, not fads

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.

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
rachelle bone cardinal capital management
Rachelle Bone
Business Development Assistant
timothy e. burt cardinal capital management
Timothy E. Burt, CFA
Senior Vice-President, Business Development
emily burt cardinal capital management
Emily Burt, MBA, CFA
Executive Vice-President
gerald butler cardinal capital management
Gerald Butler, CLU, CH.F.C., CPCA
Senior Vice-President, Relationship Management
leah cochrane cardinal capital management
Leah Cochrane
Client Relationship Manager
brian coughlin cardinal capital management
Brian Coughlin, CFP®, CIM®
Senior Vice-President, Business Development
Michel (Mitch) de Rocquigny cardinal capital management
Michel (Mitch) de Rocquigny, B.COMM. (HONS.), CIM®, RHU
Assistant Vice-President, Business Development
danny fraser cardinal capital management
Danny Fraser, CPA, CA
Vice-President, Finance and CFO
kim gibson cardinal capital management
Kim Gibson, EPC, CIM®
Assistant Vice-President, Business Development
andrea hornby cardinal capital management
Andrea Hornby, CFA
Financial Analyst
grant kopytko cardinal capital management
Grant Kopytko
Senior Equity Trader
robert lam cardinal capital management
Robert Lam, CPA, CA, CFA
Assistant Vice-President, Financial Analyst
ron malech cardinal capital management
Ron Malech, CFP®, FMA, CIM®
Senior Vice-President, Business Development
evan j mancer cardinal capital management
Evan J. Mancer, CFA
President and Chief Investment Officer
liza maraneta cardinal capital management
Liza Maraneta
Client Services Assistant
jodee mcintosh cardinal capital management
Jodee McIntosh
Business Development Assistant
scott mckee cardinal capital management
Scott McKee, CFP®, CIM®
Vice-President, Business Development
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
Manager, Business Development
greg phillips cardinal capital management
Greg Phillips, CFP®, CIM®
Assistant Vice-President, Business Development
corren piercey cardinal capital management
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
Assistant Vice-President, Business Development
christina sullivan cardinal capital management
Christina Sullivan
Manager, Administration
leanne thiessen cardinal capital management
Leanne Thiessen, B.COMM. (HONS.), CIM®
Manager, Business Development
shelly thomson cardinal capital management
Shelly Thomson
Client Services Assistant
chad wiebe cardinal capital management
Chad Wiebe
Assistant Vice-President, Business Development
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
kelly wood cardinal capital management
Kelly Wood, CFP®, CIM®
Office Manager
ian wood cardinal capital management
Ian Wood, CFP®, CLU®, CIM®
Assistant Vice-President, Business Development

Let us show you how.

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