Educated Investors

Clinton Rebec began our financial relationship with the question “What do you want your money to do for you?” His values-based approach, not just “let’s grow your portfolio,” but what kind of life do your want your money to fund, was a bit different for me and significantly impacted my investment philosophy. I am especially appreciative of the time I get with Clinton face to face in which he not only reviews my portfolio’s activity stats but makes sure that I understand exactly where and how my money is invested and how it is working for me. He’s been exactly what I need in an investment advisor.

We have been working with Clinton for just over 6 years now, and couldn’t be more grateful for the guidance and expertise he’s provided. From the very beginning, Clinton took the time to truly understand our financial need (and fears) and offered tailored advice that helped us feel more confident about our future. His professionalism, knowledge and attention to detail have been vital in making informed decisions about our long term plans. Thinking about retirement and our future is overwhelming and scary but we trust Clinton and he makes us feel safe, which has made all the difference in the world. He hears us and that’s important. We couldn’t be happier with the decision we made years ago to work with him and have developed an invaluable relationship.

Clint has literally been an angel in my life, and I know he has my back when it comes to my finances. He truly is our family’s Fiduciary, that genuinely cares about our well being in all aspects – NOT someone that sits at some bank/investment company desk and you just receive financial statements quarterly. He likes to be in contact a lot, always keeps me up-to-date on what's what. I’m always seeking his advice and he always goes above and beyond what most people would expect. It is always about what’s best for the client. Clint likes to make sure his clients are educated in the knowledge of what your finances are doing – and it is never in a condescending way – quite the opposite. He literally took me by the hand and has guided me from ground zero in the investing world. I am so fortunate to have Clint as my Financial Advisor and very glad I took that leap of faith to make the change.

From our very first meeting with Clinton, he has impressed us and surpassed all our expectations of working with a financial advisor (and believe us we were skeptical!). He is extremely knowledgeable, but more importantly he took the time to really get to know us as clients which gave us every confidence that not just our financial goals were well understood but also our comfort level. He regularly provides updates and has also been available to answer any of our questions or to explain options within our portfolio. Transitioning into retirement has been much easier thanks to Clinton’s guidance.

We have been clients of Cardinal Management for many years and have always been provided with excellent financial advice. Clinton and his team always endeavour to give a very professional and personable service. They treat their clients in an exceptional manner, always available when needed and a pleasure to work with. We know that we can trust their integrity and sound knowledge with our investments and we appreciate all that they have accomplished for us.

At 64 years old, I found Cardinal, and I couldn’t be more grateful. I had been retired since 57 and trusted a financial advisor to prioritize my best interests. However, despite my request for low-risk investments suited to my retirement, I later discovered my portfolio was placed in moderate- to high-risk ventures, causing significant losses. When I met with Clint and Vlado, everything changed. They took the time to thoroughly review my investments and personal budget, ensuring my portfolio was aligned with my stage in life. Their approach was thoughtful and transparent, walking me through each decision with care. Now, I finally feel secure, knowing my finances are being managed responsibly. More than that, I feel truly looked after.

Last August I retired, and my partner will be retired soon. Looking back on the many years Clinton has been first mine, then our, financial planner, I know it is his guidance that has brought us to the place we are at ... confident we will have the financial resources to enjoy our retirement! However long it lasts. It's a good feeling. Thanks Clinton.

With Clinton and Cardinal you have a sharp and strategic financial advisor who maximizes your wealth by expertly selecting high value companies instead of settling for low return mutual funds!