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Credentials
CFA®
Experience Industry experience
9 years
Location
Remote
Cardinal Capital Management, Inc.
Multi-team
Total advisors
8Clients per advisor
379 Very HighAvg AUM per client
$819,422 HighHNW client ratio
22% TypicalEvan Mancer is a CFA® charterholder with 9 years of industry experience. He has been with Cardinal Capital Management, Inc. since 2005. Cardinal Capital Management provides investment advisory services to a diverse client base, including individual retail and high-net-worth investors, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and a long-term purchase orientation, managing assets primarily in equities and fixed income while also serving institutional clients such as insurance companies and government entities.
Cardinal may charge a flat fee or waive/reduce fees at its discretion based on various criteria.
$0 - $2,000,000: 1.50% (Equities), 1.00% (Fixed Income) $2,000,000 - $5,000,000: 1.25% (Equities), 0.75% (Fixed Income) $5,000,000 - $10,000,000: 1.00% (Equities), 0.50% (Fixed Income) $10,000,000+: Negotiated
Account minimum: $500,000 CDN minimum account requirement, subject to waiver or reduction at Cardinal's discretion
Texas
9 years of industry experience
Cardinal Capital Management
2005 - Present • 21 years
Winnipeg
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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