Wealth management solutions from a team that understands your world.

As a professional athlete, you’ve excelled to reach the highest level. You’ve made sacrifices, devoted countless hours to training and performed consistently to accomplish your goals. You’ve worked hard for your success. You need to give your finances the same attention and level of commitment.

Cardinal Sport provides specialized wealth management services for professional athletes. Our team has a thorough understanding of your unique financial needs. By partnering with Cardinal Sport, we will protect, preserve and enhance your wealth, so you can focus on your game.

For Your Wealth Today and in The Future

Cardinal Sport Services Include:

Concierge and Bill Payment Services*

Organize payment of living and lifestyle expenses, money transfers and foreign exchanges

Financial Planning*

Identify goals and objectives, create investment policy statement, coordination of pension and benefit plans

Investment Management*

Help to create income after playing career with a conservative investment philosophy by licensed cross border investment counsellor

Cash Flow Management*

Create a spending plan through income and expense analysis

Tax Planning and Annual Income Tax Filing**

Coordinate with licensed cross-border accountants for annual income tax filing, tax minimization strategies

Legal Services**

Coordinate with licensed cross-border legal counsel for Will, Power of Attorney, Cohabitation/Prenuptial Agreement

Life and Disability Insurance**

Coordinate with licensed cross-border insurance broker for life and disability insurance

*Services provided by Cardinal Capital Management
**Independent third party

Cardinal Sport Team

Brian Coughlin, CFP®, CIM®

Vice President, Investment Counsellor and Head of Cardinal Sport
Cardinal Capital Management

Brian has been providing financial advice to professional athletes for more than 25 years and joined Cardinal in 2003. He played hockey in the WHL with the Spokane Flyers and the Medicine Hat Tigers, CIS with the University of Manitoba Bisons, professionally in Europe and attended NHL training camp with the Hartford Whalers. Brian holds a Bachelor’s degree and has attained the Series 65 (Uniform Investment Advisor Law Examination), Certified Financial Planner and Chartered Investment Manager* designations. He is also Registered Investment Advisor licensed in the U.S.A.*

Greg Phillips, CFP®, CIM®

Investment Counsellor
Cardinal Capital Management

Greg began his career in the financial industry in 2006 and joined Cardinal in 2013. He played hockey in the WHL with the Saskatoon Blades and the Brandon Wheat Kings, was drafted to the NHL and signed with the Los Angeles Kings. He holds a Bachelor’s degree majoring in Economics, has attained the Series 65 (Uniform Investment Advisor Law Examination), Certified Financial Planner, Chartered Investment Manager* designations and is a Registered Investment Advisor in the U.S.A.*

Austin Coughlin, CIM®

Associate, Business Development
‍‍Cardinal Capital Management

Austin joined Cardinal in 2017. He has a Bachelor of Commerce (Honours) degree with a double major in finance and marketing from the Asper School of Business at the University of Manitoba. Austin also holds the Chartered Investment Manager designation.

Leah Cochrane

Client Service Manager
‍Cardinal Capital Management

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. Leah is committed to continuing her education and has completed the Canadian Securities Course, Financial Planning I and II, Personal Financial Service Advice and has her Certificate in Financial Services Advice.

Diane Coughlin

Business Manager
‍‍Cardinal Capital Management

Diane holds a Bachelor of Commerce (Honours) degree. She has worked in administration, tech support, management, and accounting.

*Only authorized to do business in states where registered as an investment adviser representative, or otherwise exempt from registration as an investment adviser representative.

A Consistent, Winning Reputation

Cardinal Capital Management, Inc. was founded in 1992. The company was built on the premise that most investors do not have access to good long term investment alternatives. Since those 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. With approximately $3.5 billion in assets under management and a skilled team of over 80 staff – including 12 CFA charter holders, our approach has been rewarded by a proven track record, and by the growing assets of a large number of private and institutional clients.

Cardinal Sport