CARDINAL CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- WINNIPEG,
- CRD number
- 124729
- Registered since
- February 4, 2003
- Website
- www.cardinal.ca
- Custodians
- NBIN, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI40.45%
- State / Municipal Government21.39%
- Individuals21.3%
- Corporations / Businesses12.65%
- Charitable Organizations2.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cardinal Capital Management, Inc. is an independent, SEC-registered RIA organized as a corporation and operating under individual ownership. The firm provides fee-based wealth management and financial planning services to individuals, families and institutional clients. Its advisory scope covers financial planning plus portfolio management for individuals/small businesses and for businesses or institutions. Investment activity centers on publicly traded equities and exchange-traded structures, with a clear preference for concentrated, liquid positions. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into its public-market selection and stewardship. Cardinal Capital does not act as a capital allocator or pension consultant; it runs advisory mandates predominantly on a discretionary basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2DANNY FRASER
Vice President, CFOCRD 7052287
Evan Mancer
President and Chief Investment OfficerCRD 6720104
Contacts
3 of 13Austin Coughlin
Business Development AssociateCRD 8058311
DAVID CHRISTIE
DirectorCRD 7212838
DeWayne Osborn
Vice PresidentCRD 6780160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINNIPEG, null
Location
WINNIPEG, null
Headquartered in WINNIPEG, null.
- Address
- 1780 Wellington Ave
- Office locations
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