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Connor, Clark & Lunn Private Capital Ltd.
Managing Director, Business Development
Tel: (604) 643 - 5829
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- British Columbia*
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Prince Edward Island
* indicates a physical location in this province
Connor, Clark & Lunn Private Capital Ltd. (CC&L Private Capital) is a discretionary investment counsellor that helps clients steward their wealth with confidence. We manage portfolios for high net worth individuals, families, Indigenous communities, not-for-profits and charitable foundations across Canada.
As one of the largest, independent and privately held discretionary investment counsellors in Canada, we take time to carefully listen to understand your needs. Our investment professionals are dedicated to developing strong trust-based, working relationships and providing a highly personalized, boutique service experience and discretionary portfolio management to our clients. Together, we will construct an investment portfolio designed to achieve your unique financial goals.
We are an outcome-oriented firm, and our long-term return forecasts for each asset class allow us to allocate your capital strategically and maximize expected returns within your tolerance for risk and liquidity. You will receive clear and frequent feedback on progress towards your objectives and our continuous dialogue means we will adapt your portfolio according to changes in your circumstances alongside long-term guidance.
Our investment platform has evolved to incorporate traditional and alternative asset classes. Uniquely, we are able to bring together Connor, Clark & Lunn Financial Group Ltd.’s independent investment management teams. Each team, diversified by asset class, region, style, and sector, manages a distinct asset class and adheres to its own focused investment process to deliver consistent performance over time.
As a privately owned company whose institutional roots date back to 1982, CC&L Private Capital’s independence means that our sole focus is on client satisfaction. Our clear commitment to our clients’ financial success leads to their trust in working with us to steward their wealth.
CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., whose affiliated teams manage approximately $79 billion in assets at December 31, 2019.
CC&L Private Capital has offices across Canada. We welcome your inquiries about our services and would be pleased to discuss how we can help you in achieving your investment goals.
Vancouver – 604-685-4465
Calgary – 403-206-3054
Edmonton – 780-423-3544
Regina – 306-584-3885
Toronto – 416-214-6325
Montreal – 514-287-0110