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Ian James Wood

Cardinal Capital Management, Inc.

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About Ian James Wood

Ian James Wood is an Investment Advisor Representative associated with Cardinal Capital Management, Inc. with over 8 years of experience in the financial services industry. Ian is registered with the state of Texas and has a Series 65 license. Ian's areas of expertise include portfolio management for individuals and businesses, financial planning. Ian also has a separate life insurance business, BCWB Hospitality.

Firm Information

Ian Wood is currently registered with Cardinal Capital Management, Inc.. Cardinal Capital Management, Inc. is an investment advisor registered with the SEC and based in Winnipeg, Canada. The firm provides financial planning, portfolio management for individuals and businesses, and has a wrap fee program. Cardinal manages over $3.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Cardinal Capital Management, Inc.

1780 WELLINGTON AVENUE

WINNIPEG, R3H-1B3

$3.59B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ian Wood’s Registration & Firm History

NA

03/10/2023 - Present

Cardinal Capital Management, Inc. (WINNIPEG )

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Licenses & Designations

IA

Issued 01/17/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian James Wood.
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