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- Custodian
- Fidelity/NFS ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Radial primeHarbor meridian
- Established Date
- 05-01-2000
- Office Locations
- 1
Office Locations
About Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc. is a privately owned, independent investment manager founded in 1992 and based in Winnipeg. The firm provides disciplined, research-driven investment management for individuals and families (including trusts and holding companies), independent financial advisors and their clients, and institutional investors, with a long-term focus on owning great companies and supporting partners with ongoing insights and performance reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EMILY ANNE BURT
Chairman, President
- CRD
- #6010108
- Ownership
- 10% but less than 25%
TIMOTHY E. BURT
Chief Executive Officer
- CRD
- #4624741
- Ownership
- 10% but less than 25%
Unison focus
Vertex peak pathway
- CRD
- #63977
- Ownership
- 25.9%
Showing 2 of 11 owners & executives
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Austin Rayne, Gerald Coughlin
--
- CRD
- #8058311
Taryn Janis Marie Liebrecht
President
- CRD
- #7038866
Unison value
Pioneer fusion
- CRD
- #84049
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,985,026,780 | $387,573 |
| Non-Discretionary | $34,202,484 | $255,242 |
| Total | $4,019,229,264 | $385,871 |
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Separately Managed Accounts
Total SMA Asset: $3,996,199,150
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,348,209,305 | 27.6% |
| Corporate - Investment Grade | $3,216,025,788 | 37.8% |
| Cash | $2,943,769,637 | 34.6% |
| Total | $8,508,004,730 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA QUANTUM | OAK FRONTIER | M3RCCYK3A | ODGC | 5.80% | $43,163,142 |
| LEGACY MERIDIAN | PATHWAY PEAK | BE49WQVHN | BMD | 3.11% | $15,840,582 |
| PATHWAY QUANTUM PIONEER | INSIGHT MOMENTUM | FZQ5YHRUT | SDIW | 11.35% | $58,537,608 |
| VERTEX PEAK PRIME | VITAL CAPITAL | JBLM1PZEK | PXD | 7.36% | $7,538,200 |
| PIONEER RADIAL BEACON | RIDGE ELEMENT | G5YAIDX8P | WTU | 11.74% | $94,852,452 |
| CAPITAL RADIAL VERTEX | BRIDGE VECTOR | OYY4DSHL2 | GXAH | 6.89% | $47,503,147 |
| WAVE CAPITAL | TIMBER QUANTUM | JF81IIYGQ | RJEZ | 5.72% | $72,965,829 |
| PIONEER OAK | RIDGE WAVE | UU57TGDOQ | QWD | 12.07% | $83,025,595 |