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Beutel, Goodman & Company Ltd.

Address

20 Eglinton Avenue West, Suite 2000
P.O. Box 2005
Toronto, Ontario M4R 1K8
(416) 485 - 1010
Toll Free: (800) 461 - 4551

www.beutelgoodman.com

Principal Contacts

Elaine Lee
Associate, Marketing & Client Services
Tel: (416) 932 - 6433
elee@beutelgoodman.com

Client Minimums

Private: $250,000
Institutional: $5,000,000

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

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec
  • Saskatchewan
  • Northwest Territories
  • Nunavut
  • Yukon
  • United States

* indicates a physical location in this province

Firm History

Beutel, Goodman & Company Ltd. was founded in 1967 as a federally incorporated company to provide investment management services across Canada.

Investment Philosophy

Beutel, Goodman & Company Ltd. specializes in applying a bottom up, value approach to the management of domestic and global equities and core for fixed income mandates for institutional and individual investors.

The company’s integrated domestic and global equity teams’ approach focuses on the selection of companies, with quality management, competitive advantages and solid earnings, that are offered at compelling valuations. Investing in companies whose current stock price is trading at a discount to our assessment of their intrinsic business value results in lower relative volatility throughout market cycles. Cash flow analysis forms the foundation for both equity and fixed income analysis and valuation. Companies that generate free cash flows provide the financial flexibility to support organic growth and profitability, make strategic acquisitions, buy back shares and pay dividends. Free cash flow is an important factor in determining a company’s ability to manage interest and principal repayment for its fixed income issues. Our fixed income team employs a disciplined decision making process that focuses on interest rate anticipation, yield curve analysis, provincial and corporate credit analysis and U.S. pay bonds to create actively managed portfolios that add long term value relative to passive index management.

The minimum investment amount for segregated and pooled accounts are $25 million and $5 million, respectively.

The institutional division specializes in segregated and pooled fund management for pension plans, endowments / foundations, insurance companies and corporations.

The Private Client Group, a distinct operating division of Beutel Goodman, manages assets for Individuals, Family Offices, Estates and Trusts, Foundations, Not-for-Profit Organizations and First Nations. We work with our clients to develop customized investment policies that incorporate their investment objectives. Based on our mutual understanding, a comprehensive investment strategy is created to realize the stated objectives. Segregated portfolio management is available for investable assets of $2,000,000 or more. Pooled funds are available for minimum investment of $250,000.

We also offer a family of mutual funds which are available to individuals via their brokers.

Reporting & Communication with Clients

Since the inception of the firm in 1967, Beutel Goodman has held a strong belief that effective client consultation and communication is an essential ingredient for longer term investment success. Through regular meetings and comprehensive monthly and/or quarterly reporting we maintain an ongoing and effective dialogue with our clients.