Ian Wood
Cardinal Capital Management · Winnipeg, Manitoba, Canada
Ian Wood is a fee-only financial advisor at Cardinal Capital Management in Winnipeg, Manitoba, Canada. Ian charges a percentage of assets (1.5% a year on the first tier of assets managed and a $500,000 asset minimum).
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Facts
| Firm | Cardinal Capital Management |
|---|---|
| Based in | Winnipeg, Manitoba, Canada |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $4.02B across 10,416 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7083155 |
| Exams passed | Series 65 (2019) |
| Firm size | 81 employees |
| Disclosures | None reported |
| Website | www.cardinal.ca |
| Profile |
How Ian's firm compares
- Cardinal Capital Management's average account is about $386,000, from its Form ADV (assets managed divided by 10,416 accounts).
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Questions about Ian
Is Ian Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Cardinal Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian charges a percentage of assets.
How much does Ian charge?
According to Cardinal Capital Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Ian Wood based?
Ian Wood is based in Winnipeg, Manitoba, Canada.
Is Ian Wood registered with the SEC?
Yes. Ian Wood is registered as an investment adviser representative in TX (CRD 7083155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cardinal Capital Management manage?
Cardinal Capital Management reports $4.02B across 10,416 accounts in assets under management.
How do I contact Ian Wood?
Through Ian's website, www.cardinal.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cardinal Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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