Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Gregory P
Series 65
Remote
Cardinal Capital Management, Inc.
Gregory Phillips is a financial advisor at Cardinal Capital Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Cardinal since 2013. Cardinal Capital Management serves 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 investment approach, primarily allocating among equities and fixed income, and manages approximately $4.0 billion in assets across over 3,000 client accounts.
Ronald M
Series 65
Remote
Cardinal Capital Management, Inc.
Ronald Malech is a financial advisor at Cardinal Capital Management, Inc. He holds a Series 65 designation and has seven years of industry experience. He has been with Cardinal Capital Management since 2007. 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 non-U.S. clients and institutional investors such as insurance companies and government entities.
Taryn L
CFA®
Remote
Cardinal Capital Management, Inc.
Taryn Liebrecht is a CFA® charterholder with eight years of industry experience. She has been with Cardinal Capital Management, Inc. since 2018 and previously worked at the Manitoba Civil Service Superannuation Board from 2014 to 2018. Cardinal Capital Management provides investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, managing assets primarily in equities and fixed income while serving a significant non-U.S. client base and various institutional clients.
Evan M
CFA®
Remote
Cardinal Capital Management, Inc.
Evan Mancer is a CFA® charterholder with 10 years of industry experience. He has been with Cardinal Capital Management, Inc. since 2005, contributing over 21 years at the firm. Cardinal Capital Management provides investment advisory services to a diverse client base including individual retail and high-net-worth investors, business entities, pension plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies across equities and fixed income and serves both U.S. and significant non-U.S. client segments.
Brian C
Remote
Cardinal Capital Management, Inc.
Brian Coughlin is an advisor at Cardinal Capital Management, Inc. with 10 years of industry experience. He has been with Cardinal Capital Management since 2003. 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 serving a substantial non-U.S. client base and various institutional clients.
Emily B
CFA®
Remote
Cardinal Capital Management, Inc.
Emily Burt is a CFA® charterholder with 17 years at Cardinal Capital Management, Inc. and a total of 8 years of industry experience. She has been with Cardinal since 2009. Cardinal provides investment advisory services to a diverse client base, including individual retail and high-net-worth investors, business entities, and institutional clients. The firm focuses on fundamental analysis and long-term investment strategies across equities and fixed income, while also offering financial planning and consulting services.
Ian W
Series 65
Remote
Cardinal Capital Management, Inc.
Ian 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.
Austin C
Series 65
Remote
Cardinal Capital Management, Inc.
Austin Coughlin is a financial advisor at Cardinal Capital Management, Inc. He holds a Series 65 designation and has been with the firm since 2017. Prior to joining Cardinal, he was affiliated with the University of Manitoba from 2014 to 2018. Cardinal Capital Management provides investment advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, managing portfolios primarily with equities and fixed income while also offering financial planning and consulting services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters