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Credentials
Series 65
Experience Industry experience
7 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% TypicalIan Wood is a Series 65-licensed advisor with Cardinal Capital Management, Inc., where he has worked since 2017. He has six years of industry experience, including three years at Nelson Financial Planning Corp. Outside of his advisory role, Ian is also an insurance agent with BCWB Hospitality, focusing on life, disability, and critical illness insurance. Cardinal Capital Management serves a diverse client base including individual investors, business entities, pension plans, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, primarily allocating among equities and fixed income while managing over $4 billion in assets.
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
7 years of industry experience
Cardinal Capital Management
2017 - Present • 9 years
Winnipeg Manitoba
Nelson Financial Planning Corp.
2014 - 2017 • 3 years
Winnipeg Manitoba
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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