Founded in 1992, we are a privately owned, independent investment firm, managing assets for a broad range of individual and institutional investors. Our common sense approach to investing has helped our clients safely and profitably invest and manage their wealth for the past 25 years. Success in investing does not come from trading stocks -- it comes from the ownership of great companies.
We believe in discipline; we celebrate the importance of research and the power of patience in the selection and purchase of these companies.
We believe in discipline; we celebrate the importance of research and the power of patience in the selection and purchase of these companies.
Services
Founded in 1992 by Timothy Burt, our company was built on the premise that most investors do not have access to good long term investment alternatives. Since these early days, our team has been driven by a commitment to consistency, discipline, research and an unwavering desire to do what is best for our clients and their families.
We take what we know about you and what we know about our companies and we create portfolios that have the most potential to bring about the long-term success you seek without any uncertainty and worry. We believe strongly in our disciplined approach, as it is this discipline that gives our investors the peace of mind they're looking for.
A division of Cardinal Capital Management, dedicated to serving the unique and sophisticated needs of professional athletes. As a professional athlete, you've excelled to reach the highest level. You've made sacrifices, devoted countless hours to training and performed consistently to accomplish your goals.
A division of Cardinal Capital Management, dedicated to serving the philanthropic needs of individuals and organizations across Canada. As a donor or funder, you have a strong desire to make the world a better place. Your gifts and the donations you manage have the power to change lives, drive innovation and support creativity.
Our mission is to help our clients preserve and enhance their wealth through the application of a consistent, disciplined, and value-based investment philosophy. It is this approach that gives our investors peace of mind. For individuals and families who meet our minimum portfolio requirements, it is easy to start working with us.
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