Ian Wood
Ian Wood is a registered investment advisor at Cardinal Capital Management, INC., based in Winnipeg, with 6 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 3,444 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for equities. Fees for fixed income are lower. Annual management fee charged on cash balances in a Client Portfolio will be charged at the lowest % rate applicable. Fees negotiable for amounts over $10 million.
Fee Estimator
Location
1780 Wellington Avenue, Suite 400, Winnipeg, R3H-1B3
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ian works as an insurance agent for BCWB Hospitality, completing applications for life, disability, and critical illness insurance and servicing existing clients. This activity requires minimal time.
Employment History
Current Registrations
Cardinal Capital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.