Brian works directly with private clients and institutions in developing and managing their relationship with Cardinal. Prior to joining Cardinal in 2003, Brian maintained a financial planning practice. He holds a Bachelor’s degree from the University of Manitoba, and has attained the Certified Financial Planner (CFP®) and Chartered Investment Manager designations (CIM®). Brian is licensed as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.