Connor Clark & Lunn Private Capital

At CC&L Private Capital, we are one of Canada's largest independent and privately held discretionary investment managers, with over 25 years of experience. Our clients trust us to use our innovative investment platform to help them achieve their unique financial goals, while providing exemplary service. Our dedicated team of Wealth Advisors, money managers, and leadership work together to provide a holistic approach to wealth management, helping individuals, not-for-profits, and advisors achieve their financial objectives.

Our Story

Founded on the principle of putting clients first, we have built a reputation for delivering personalized services that cater to the unique needs of our clients. Our Wealth Advisors introduce affluent Canadians and their families to a comprehensive range of investment solutions, designed to preserve and grow their wealth. By working closely with our clients, we gain a deep understanding of their financial goals, risk tolerance, and aspirations, enabling us to create tailored investment portfolios that meet their specific needs.

Our Services

Our services are designed to provide a comprehensive approach to wealth management. We offer a range of investment solutions, including asset classes such as equities, fixed income, and alternative investments. Our Wealth Advisors work closely with our clients to understand their financial goals, risk tolerance, and aspirations, enabling us to create tailored investment portfolios that meet their specific needs. We also provide financial planning and wealth management services, helping our clients to make informed decisions about their financial futures.

Our Expertise

Our team of experienced Wealth Advisors, money managers, and leadership have a deep understanding of the complexities of wealth management. We have a proven track record of delivering exceptional results, and our expertise extends to working with individuals, not-for-profits, and advisors. We are committed to staying at the forefront of industry trends and developments, ensuring that our clients receive the most innovative and effective investment solutions.

Our Commitment

At CC&L Private Capital, we are committed to putting our clients first. We believe in building long-term relationships, founded on trust, transparency, and open communication. Our goal is to provide exceptional service, tailored to the unique needs of each client, and to help them achieve their financial objectives.