Clinton Rebec, Fcsi, Cim, Mba Email & Phone Number

Simply put, I'm a problem solver. We play a vital role in helping our clientele & advisory team achieve their financial goals by identifying where they are today and more importantly where they want or need to be in the future. This is accomplished through value based planning & a direct role in managing wealth.Through our philosophy, culture and process, we empower our clientele & advisory team by safeguarding and prudently growing their wealth. Cardinal Capital Management is an industry leading Investment Counsellor & Portfolio Manager. Our History:o Cardinal manages over $3.8 Billion (Dec. 1st/2022), primarily in Canada with clients in the US.o We serve private clients, pension funds, trusts, foundations, and institutional investors.o We adhere to a strict value investment philosophy and have a solid 30+ year performance history as verification. o Full transparency, competitive management fees, and exemplary client service & reporting. o We work with third-party custodians. We manage the wealth, but don’t have access to it. o Clean regulatory track record led by strong internal compliance practices.Our ideal clients include:o Individual investors looking for enhanced wealth management.o Outside investment advisors, accountants, financial and insurance professionals looking for enhanced wealth management for their clients.o Institutional investors.For the differentiating benefits of working with myself & the Cardinal Capital team, I can be contacted directly at 587.393.2757 or crebec@cardinal.ca

Listed skills include Investments, Finance, Wealth Management, Risk Management, and 11 others.