As Executive Vice-President of the firm, Emily is head of business development and operations. She works closely with President Evan Mancer on strategic planning and is a part of the senior management team. She works with institutional clients, private clients and our advisor network across Canada to build investment portfolios that will meet their long-term goals and objectives. Prior to joining Cardinal, Emily worked at Assante Wealth Management and TD Waterhouse in Toronto. She has a Master of Business Administration degree from York University’s Schulich School of Business and holds the Chartered Financial Analyst designation. Emily is the past-president of the board of directors of CFA Society Winnipeg and a director for CFA Societies Canada.

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