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 25 years ago by one of the most respected investment professionals in Canada.
We currently have $1.7 billion in assets under management, with clients throughout North America.
Our team continues to grow and now consists of 38 staff, including 9 CFA charter holders.
We house one of the most meticulous investment research teams in Canada, including a team of 4 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 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
Financial Analyst
Rachelle Bone
Client Services Administrator
Timothy E. Burt, CFA
Senior Vice-President, Business Development
Emily Burt, MBA, CFA
Executive Vice-President
Gerald Butler, CLU, CH.F.C., CPCA
Senior Relationship Manager
Andrea Chaput, B. COMM (HONS).
Financial Analyst
Leah Cochrane
Client Relationship Manager
Brian Coughlin, CFP, CIM®
Senior Vice-President, Business Development
Danny Fraser CPA, CA
Controller
Kim Gibson, EPC, CIM®
Assistant Vice-President, Business Development
Henry Hudek, MBA, FCSI, CFA
Vice-President, Business Development
Grant Kopytko
Senior Equity Trader
Robert Lam, CPA, CA, CFA
Assistant Vice-President, Financial Analyst
Ron Malech, CFP, FMA, CIM®
Vice-President, Business Development
Evan J. Mancer, CFA
President and Chief Investment Officer
Jodee McIntosh
Client Services Administrator
Scott McKee, CFP, CIM®
Assistant Vice-President, Business Development
DeWayne Osborn, CPA, CGA, CFP
Vice-President, Chief Compliance Officer and Head of Philanthropic Services
Greg Phillips, CFP, CIM®
Assistant Vice-President, Business Development
Corren Piercey
Assistant Vice-President, Administration
Brett Purdy, CFA
Vice-President, Investments and Bond Manager
Jeff Rance, CFA
Assistant Vice-President, Financial Analyst
Clinton Rebec, FCSI, CIM, MBA
Assistant Vice-President, Business Development
Leanne Thiessen
Manager, Business Development
Irene Thiessen
Client Services Assistant
Shelly Thomson
Client Services Assistant
Sheila Wilson-Kowal, CFA
Vice-President, Investments and Portfolio Manager
Terry Wong, CPA, CMA, CFA
Senior Vice-President, Investments and Portfolio Manager
Kelly Wood, CFP, CIM®
Office Manager
Michel (Mitch) de Rocquigny, B.COMM (HONS.), RHU
Assistant Vice-President, Business Development

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