A Dedicated Division of
Investing shouldn’t be intimidating. Our pragmatic approach can be explained simply and justified soundly to demystify the process and empower you to understand and execute good-fit financial decisions, confidently.
Educated Investors is a dedicated division of Cardinal Capital Management, focused on guiding clients & families through education! While firmly connected to Cardinal’s trusted reputation, Educated Investors serves as a platform dedicated to empowering our clients with clear, relevant, and high-quality financial education.
From professionals building their futures to families planning the next chapter, our resources reflect the real questions—and real opportunities—facing today’s investor.
Hi, I’m Clinton, and nothing would make me happier than the chance to show you just how good your life could be with the right financial planning partner.
Let me introduce you to my team. Simply put, we exist to solve financial problems and achieve financial goals.
With over 20 years of diverse financial experience, our talented Cardinal team offers value-based planning and wealth management strategies designed to ensure our clients achieve the life of their dreams.
Based in Calgary, we empower our clients by prudently growing and safeguarding their wealth, while simultaneously ensuring they gain a deeper understanding of their financial position and the influences that surround every decision we make together.
Many people like you trust us to deliver on our promises, and you should too!
Let’s get started ensuring lasting financial stability for you and the people you love.
Clinton, a Chartered Investment Manager and a Fellow of the Canadian Securities Institute, leads a client-centered team of Educated Investors. With a commitment to value-based planning and wealth management, he excels in crafting strategies that prioritize clients’ financial goals and peace of mind. Clinton embodies his fiduciary responsibility, ensuring every solution is tailored to clients’ unique needs while optimizing their financial capacity.
Investing can sometimes seem like a complex and daunting task, especially if you’re not well-versed in the jargon and strategies of the financial world. Fortunately, we keep it simple and straightforward.
You deserve peace of mind, and that’s why we always put your interests first—never ours. It’s not just our promise; it’s our duty as fiduciaries.
We don’t need direct access to your accounts to do our job. Our custodians, such as National Bank, hold your accounts so you remain safe, secure and always in control.
As your portfolio grows, we help you look beyond mutual funds and ETFs, eliminate extra fees and explore the benefits of owning individual stocks.
As life changes, tax strategies become critical. We help you make every dollar count with plans that avoid unnecessary fees and costly tax penalties.
Our PMAC Certification (Portfolio Management Association of Canada ) showcases the highest level of education and experience in our field.
We use your personalized Investment Policy Statement to guide every decision we make, ensuring a comfortable approach to achieving your unique goals.
The best of both worlds means trusting us to manage the majority of your net worth, while you dabble in the markets on a smaller scale, confidently.
Achieving financial goals is like planning a road trip. You could wing it, but having a map and a plan ensures you get there quicker and get more out of it.
We never take our clients’ trust for granted.
We feel fortunate to be trusted as stewards of your wealth, and lean on four tried-and-true approaches to client services that ensure everyone remains comfortable, and confident.
Our commitment to every client we serve is to craft custom tailored solutions that you understand and that remain laser focused on your goals, so you can trust us to secure your future.
We take the time to truly understand you, your unique world and your future goals before providing a personalized roadmap that showcases our due diligence and strategic consideration.
As a family fiduciary, we collaborate with external partners to maximize all areas of your finances, and keep that same spirit of collaboration alive with our clients; ensure you always feel involved and informed.
We provide exemplary reporting to ensure you understand what you own, and how it works to achieve your goals. And we are always available to answer questions, offer support, and talk strategy.
