Business Details
27 Years
experience
Trusted Investment Management Services in Canada
As one of Canada's largest independent and privately held discretionary investment managers, we have dedicated ourselves to helping clients achieve their unique financial goals for over 25 years. Our independence allows us to maintain a client-first approach, aligning our interests with those we serve through a model of employee ownership. We provide access to a sophisticated investment platform that combines traditional and alternative asset classes, managed by specialized teams within CC&L Financial Group. With over $18 billion in assets under management, we serve individuals, families, Indigenous communities, not-for-profits, and charitable foundations. Our boutique service experience is led by dedicated Wealth Advisors who prioritize personalized discretionary portfolio management.We continuously evolve our investment platform to incorporate innovative strategies while maintaining a disciplined approach to risk management. Our commitment to transparency ensures clients receive clear quarterly reports and 24/7 access to portfolio data through our secure online portal. We believe in long-term relationships built on trust, delivering tailored solutions that adapt to changing client circumstances. Our team of experts includes specialists in philanthropy planning, retirement strategies, and intergenerational wealth transfer. Through proprietary financial modelling tools and a pension-calibre investment framework, we help clients pre-experience their financial future and make informed decisions.
Services
Discretionary Portfolio Management
Wealth Advisory Services
Philanthropy Planning
Retirement Strategy Development
Portfolio Risk Management
Intergenerational Wealth Transfer
Tax-Efficient Investing
Foundation Management
Alternative Asset Allocation
Financial Scenario Modelling
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of experience in discretionary investment management
- Our proprietary Asset Forecasting Analysis enhances portfolio decision-making
- We provide 24/7 access to portfolio data through a secure online portal
- Our team includes a Master Financial Advisor in Philanthropy designation holder
- We maintain $18+ billion in assets under management for Canadian clients
Associations and certifications
- UN Principles of Responsible Investment
What people say
Personalized service approach
Expertise in alternative investments
Transparent reporting
Long-term relationship focus
Specialized philanthropy planning
Services
Discretionary Portfolio Management
Our discretionary portfolio management service provides tailored investment solutions for high-net-worth individuals and organizations. We construct diversified portfolios combining traditional and alternative asset classes based on individual risk tolerance and financial goals. With specialized teams managing each asset class, we implement strategic allocations while maintaining flexibility for tactical adjustments in response to market conditions. Our approach emphasizes long-term capital preservation and growth through pension-calibre investment strategies.
Wealth Advisory Services
Our wealth advisory service offers comprehensive financial planning for individuals and families. Dedicated Wealth Advisors develop customized strategies addressing retirement planning, tax efficiency, and intergenerational wealth transfer. We utilize proprietary financial modelling tools to help clients visualize different retirement scenarios and make informed decisions about their financial future. The service includes regular portfolio reviews and ongoing guidance to adapt to changing life circumstances.
Philanthropy Planning
Our specialized philanthropy planning service helps clients maximize their charitable impact while optimizing tax benefits. We provide expert guidance on establishing donor-advised funds, private foundations, and other giving vehicles. Our approach considers each client's charitable motivations and financial situation to create sustainable giving strategies. We also offer financial modelling to demonstrate the long-term impact of different philanthropic approaches while ensuring compliance with Canadian tax regulations.
Retirement Strategy Development
Our retirement planning service helps clients prepare for financial security in their post-work years. We analyze current assets, income sources, and spending patterns to create personalized retirement scenarios. The service includes tax-efficient withdrawal strategies, portfolio allocation recommendations, and guidance on government benefits. We emphasize realistic budgeting for housing, healthcare, and lifestyle expenses while considering potential capital outlays and long-term care requirements.
Foundation Management
We provide comprehensive management services for charitable foundations, combining investment expertise with administrative support. Our team helps establish governance frameworks, develop investment policies, and implement tax-efficient giving strategies. We offer ongoing portfolio management tailored to foundation objectives while maintaining compliance with regulatory requirements. The service includes reporting, grant-making guidance, and succession planning to ensure the foundation's long-term sustainability and impact.
People
Jeff Guise
Chief Investment Officer
Jeff Guise leads our investment platform evolution, bringing extensive experience in portfolio strategy and market analysis to enhance client outcomes.
Robert McLean
Wealth Advisor
Robert McLean specializes in strategic philanthropy planning, holding the Master Financial Advisor-Philanthropy designation from the Canadian Association of Gift Planners.
Catherine Dorazio
Managing Director Business Development
Catherine Dorazio drives business development initiatives with over two decades of experience in building strategic relationships within the wealth management sector.
Questions
What investment approach do you use?
We use a disciplined, multi-asset class approach combining traditional investments with alternative assets managed by specialized teams.
How do you personalize financial plans?
We tailor strategies based on your unique financial goals, risk tolerance, and life circumstances through detailed portfolio construction.
Do you offer 24/7 portfolio access?
Yes, our secure online portal provides round-the-clock access to portfolio balances, transactions, and performance reports.
How does philanthropy planning work?
We help establish donor-advised funds or private foundations while optimizing tax benefits and long-term charitable impact.
What retirement planning tools exist?
Our proprietary modelling tools analyze spending rates, retirement dates, and market scenarios to create realistic financial projections.
How are investment decisions made?
Decisions combine our proprietary Asset Forecasting Analysis with specialized team expertise across traditional and alternative asset classes.
