As Executive Vice-President of the firm, Emily is head of business development and operations at Cardinal. Emily works closely with the President on strategic planning and is a part of the Senior Management team. Working with institutional clients, private clients, and our advisor network, Emily works with clients across Canada to build investment portfolios that will meet their long-term goals and objectives. Prior to joining Cardinal, Emily gained a number of years of financial services experience at Assante Wealth Management and TD Waterhouse in Toronto. Emily has a Master of Business Administration degree from York University’s Schulich School of Business and holds the Chartered Financial Analyst designation.  Emily currently serves as President of the board of directors of CFA Society Winnipeg and is also a Director for CFA Societies Canada.