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Advisors: Introduction

At Cardinal, our mission is to help clients preserve and enhance their wealth through the application of a disciplined, conservative, and consistent value investment philosophy. Cardinal prides itself as a leading provider of separately managed accounts to high net worth clients throughout Canada and the United States.

Cardinal’s approach to investing is all about common sense. We believe strongly in what we do, and have maintained the same disciplined approach to investing since our inception in 1992.

Like independent advisors and planners, we care deeply about achieving success for our clients. We are eager to work in partnership with financial advisors who are committed to doing what’s best for clients.

Cardinal was one of the first investment counselling firms in Canada to work directly with independent financial advisors on a referral basis. We are proud to nurture relationships with skilled advisors as we work together to achieve success for clients.

When you bring your clients to Cardinal, you don’t lose a client; you gain a trusted, skilled partner.