A Common Sense Path
to Long Term Wealth

Because It Works

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Consistent and Disciplined Investment Management

Founded in 1992, we are a privately owned, independent investment firm, managing assets for a broad range of individual and institutional investors.

Our common sense approach to investing has helped our clients safely and profitably invest and manage their wealth for the past 30 years.

Individuals

Investment management for individuals, families, holding corporations and trusts.

Advisors

Investment management for independent financial advisors and their clients.

Institutions

Investment management and counsel for large institutional investors.

Common sense investing, in a field where common sense isn't all that common.

Success in investing does not come from trading stocks -- it comes from the ownership of great companies. We believe in discipline; we celebrate the importance of research and the power of patience in the selection and purchase of these companies.

Featured Insights & Resources

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Videos

About Cardinal Canadian Equity Commentaries Fixed Income CommentariesForeign Equity CommentariesMedia CoverageQ&APodcasts

Meet our Investment Counsellors | Joel & Trevor | Calgary

10 Dividend Paying Stocks From a $5BN Fund Manager

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Articles

Protect Your Portfolio From Tariffs

jeff rance cardinal capital management
Jeff Rance, CFA
March 12, 2025

Why 2024 Was a Winning Year for Bond Markets

brett purdy cardinal capital management
Brett Purdy, CFA
March 3, 2025
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A consistent, disciplined and common sense approach to growth.

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Let us show you how.

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