Learn More About Cardinal Capital Management, Inc.

Our Growth

Our firm was founded 30 years ago by one of the most respected investment professionals in Canada.

We currently have $4.5 billion in assets under management, with clients throughout North America.

Our team continues to grow and now consists of 84 staff, including 12 CFA charter holders.

We house one of the most meticulous investment research teams in Canada, including a team of 3 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 incorporate ESG factors into our investment process

A signatory of the UN PRI, we believe that evaluating ESG factors go hand in hand with preserving capital for clients.

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.

Winnipeg (Head Office)

Winnipeg (Cardinal Sport)

Winnipeg

Head Office

David Aime, CFA

Senior Equity Analyst

zach alderdice cardinal capital management inc

Zach Alderdice, CFA

Equity Analyst

Rachelle Bone

Client Service Manager, Business Development

Emily Burt, MBA, CFA

Executive Vice-President

gerald butler cardinal capital management

Gerald Butler, CLU, CH.F.C., CPCA

Client Relationship Representative

Annalyn Camia

Senior Accountant

zeyuan cao cardinal capital management inc

Zeyuan (Zeph) Cao, B. Comm, PCP

Manager, Accounting & Compensation

Michel (Mitch) de Rocquigny cardinal capital management

Michel (Mitch) de Rocquigny, B.COMM. (HONS.), CIM®, RHU

Investment Counsellor

danny fraser cardinal capital management

Danny Fraser, CPA, CA

Vice-President, Finance and CFO

cardinal capital management Geoff Kirbyson Marketing

Geoff Kirbyson, MBA

Director of Marketing

Grant Kopytko

Senior Equity Trader

Robert Lam, CPA, CA, CFA

Senior Equity Analyst

Taryn Liebrecht, CFA

Investment Counsellor

Khrystyna Los

Client Services Manager

Ron Malech, CFP®, FMA, CIM®

Senior Investment Counsellor

evan j mancer cardinal capital management

Evan J. Mancer, CFA

President and Chief Investment Officer

Jodee McIntosh

Manager, Administration

Scott McKee, CFP®, CIM®

Investment Counsellor

dewayne osborn cardinal capital management

DeWayne Osborn, CPA, CGA, CFP®

Vice-President, Chief Compliance Officer and Head of Philanthropic Services

Corren Piercey

Vice-President, Operations

Brett Purdy, CFA

Portfolio Manager, Director Fixed Income

Jeff Rance, CFA

Senior Equity Analyst

sandeep rehill cardinal capital management inc

Sandeep Rehill, CPA

Controller

jeffrey ryall cardinal capital management

Jeffrey Ryall, B.COMM. (HONS.), CFA, CFP®

Investment Counsellor

Kristyn Siemens

Client Services Assistant

Christina Sullivan

Manager, Investments

leanne thiessen cardinal capital management

Leanne Clegg, B.COMM. (HONS.), CIM®

Investment Counsellor

Shelly Thomson

Client Services Assistant

Hannah Watts

Business Development Assistant

Sheila Wilson-Kowal cardinal capital management

Sheila Wilson-Kowal, CFA

Portfolio Manager, Director Equity Research

Terry Wong, CPA, CMA, CFA

Vice President, Investments and Portfolio Manager

Ian Wood, CFP®, CIM®, MFA-P

Investment Counsellor

Winnipeg

Cardinal Sport

Leah Cochrane

Client Service Manager

austin coughlin cardinal capital management

Austin Coughlin, CIM®

Associate, Business Development

brian coughlin cardinal capital management

Brian Coughlin, CFP®, CIM®

Vice President, Investment Counsellor and Head of Cardinal Sport

greg phillips cardinal capital management

Greg Phillips, CFP®, CIM®

Investment Counsellor

Brandon

tracy baker cardinal capital management inc

Tracy Baker, RRC, CFP

Certified Financial Planner

nonny cancade cardinal capital management

Nonny Cancade, CFDS

Client Relationship Representative

Jake Cullen, CIM®, CFP®

Wealth Advisor – Client Relationship Manager

Miranda Hickman

Client Service Manager

Brandy Lavich

Client Relationship Representative

rob robinson cardinal capital management

Rob Robinson, BGS, CFP, CFDS, RRC

Vice President, Certified Financial Planner and Region Head, Brandon

Toronto

Dona Eull-Schultz

Vice President, Investment Counsellor and Region Head, Ontario

Danielle Kee

Investment Counsellor

patrick manahan cardinal capital management

Patrick J. Manahan, B.Comm, CPA, CA.

Senior Investment Counsellor

Calgary

Joel Bray, CIM®, CFP®, CLU

Investment Counsellor

trevor chapman cardinal capital management

Trevor Chapman, CIM®, CFP®

Investment Counsellor

Vlado Cosic, BA-CJ, B. Crim

Associate

eric johanson cardinal capital management

Eric Johanson, CIM®

Client Service Manager

clinton rebec cardinal capital management

Clinton Rebec, FCSI, CIM®, MBA

Vice President, Investment Counsellor and Region Head, Alberta

Petra Vincent

Client Services Manager

Edmonton

Madison Barrow

Client Services Manager

Taylor R Zimmerman cardinal capital management

Taylor Zimmerman, CFP®

Certified Financial Planner

Kelowna

Jennifer Cartwright

Client Services Manager

Allan Hryniuk

Client Relationship Representative

Board of Directors

Emily Burt, MBA, CFA

Executive Vice-President

Dave Christie

Director

Brian Coughlin, CFP®, CIM®

Vice President, Investment Counsellor and Head of Cardinal Sport

Craig Engel

Director

Ron Malech, CFP®, FMA, CIM®

Senior Investment Counsellor

Evan J. Mancer, CFA

President and Chief Investment Officer

Sheila Wilson-Kowal, CFA

Portfolio Manager, Director Equity Research

Our History

Our Growth

Our Approach

The Cardinal Team

Winnipeg

Winnipeg

Brandon

Toronto

Calgary

Edmonton

Kelowna

Board of Directors

Let us show you how.