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