Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
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% TypicalTaryn Liebrecht is a CFA® charterholder with seven years of industry experience. She has worked at Cardinal Capital Management, Inc. since 2018 and previously served at the Manitoba Civil Service Superannuation Board from 2014 to 2018. Cardinal Capital Management provides investment advisory services to a diverse client base, including retail and high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and long-term equity and fixed income strategies, managing approximately $4.0 billion in assets with a significant non-U.S. client presence.
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, Inc.
2018 - Present • 8 years
Winnipeg
Manitoba Civil Service Superannuation Board
2014 - 2018 • 4 years
Winnipeg
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