Our track record speaks volumes.
As a highly respected money manager with clients throughout North America, Cardinal brings more than three decades of experience and success to your investment portfolio.
As a Cardinal client, you can rely on:
- Our in-house research team’s thorough understanding of the companies that you own.
- Our investment decisions are guided by a meticulous analysis of every stock.
- A growing stream of income through our long-term focus on dividend growth.
- Our disciplined approach – We don’t believe in simply trading stocks. Our success is driven by the desire to own great companies.
- Our team of portfolio managers tailors your portfolio to your unique needs. We don’t defer to the index or follow fads.
A superior service offering:
- Direct ownership of securities
- Tax-planning opportunities within separately-managed accounts
- Tax deductibility for non-registered accounts
- Lower management fees
- Access to the portfolio managers who manage your investments
- Partnerships with the top advisors in the industry
- Assets held by a third-party custodian
THE CARDINAL RULES OF INVESTING
We believe in a disciplined “buy-and-hold” strategy, we do not attempt to time the market and we strive to remain fully invested at all times.
Short-term market expectations, popular trends and fads do not influence our investment decisions.
Our investment team is guided by these 12 Cardinal Rules:
1. Buy quality
2. Buy value
3. Be patient
4. Use common sense
5. Do not over-diversify
6. Hold winners, sell losers
7. Emphasize liquidity
8. Avoid market timing
9. Re-invest income
10. Build wealth
11. Stay balanced
12. Do not over-trade
To learn more about Cardinal and how it can help you reach your retirement goals, please contact Cielo McKee, client relationship representative at Cardinal. Cielo is committed to helping individuals and families navigate the complexities of financial planning with clarity, compassion and confidence.
With more than 20 years of experience in the financial services industry, she has built lasting relationships based on trust and a personalized approach to each client’s unique goals. Whether guiding families through major life transitions, planning for retirement or building a legacy for future generations, Cielo focuses on delivering thoughtful, customized strategies that prioritize long-term well-being.
Cielo can be reached at 204-290-5370 or cmckee@cardinal.ca
