Brian has been providing financial advice to professional athletes for over 20 years and joined Cardinal in 2003. Brian played hockey in the WHL with Spokane and Medicine Hat, CIS with the University of Manitoba, professionally in Europe and attended NHL camp with the Hartford Whalers. Brian holds a Bachelor’s degree and has completed the Series 65 (Uniform Investment Advisor Law Examination), as well as the Certified Financial Planner (CFP®), and the Chartered Investment Manager* (CIM®) designations, and is a Registered Investment Advisor licensed in the U.S.A.*
Greg began his career in the financial industry in 2006 and joined Cardinal in 2013. Greg played hockey in the WHL with Saskatoon and Brandon, was drafted to the NHL and signed with the L.A. Kings. He holds a Bachelor’s degree majoring in Economics, has completed the Series 65 (Uniform Investment Advisor Law Examination), Certified Financial Planner (CFP®), Chartered Investment Manager* (CIM®) designations and is a Registered Investment Advisor in the U.S.A.*
Leah began her career in the financial industry in 2002 and joined Cardinal in 2006. She prides herself on timely coordination, communication and processing of client needs. She provides exemplary client service and ensures the daily office operations run smoothly. Leah is committed to continuing her education and has completed the Canadian Securities Course and has her Certificate in Financial Services Advice.
Austin joined Cardinal in 2017 working with private clients and client service related matters. He is a graduate of the Asper School of Business, having earned a Bachelor of Commerce (Honours) degree with a double major in Finance and Marketing. Austin also holds the Chartered Investment Manager designation.
Diane holds a Bachelor of Commerce (Honours) degree. She has worked in administration, tech support, management, and accounting.
Kris began his carrier in the financial industry in 2020 and joined Cardinal in 2023, expanding our presence in the United States. Kris played 4 years of NCAA baseball and signed a professional contract to play in Arizona. Kris works directly with private clients, and other professionals to develop and manage their relationships with Cardinal. He holds a Bachelor's Degree in Communications (Honours) and a Master's Degree in Business Administration(Honours) from Marymount California University. Kris has completed the Series 65 (Uniform Investment Advisor Law Examination) and is a Registered Investment Advisor in the U.S.A.
