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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 managing portfolios for high net worth individuals, foundations, endowments and First Nations across Canada.
We take time to listen to our clients and understand exactly their financial goals. Our experienced and dedicated team of investment professionals then provides each client with a personalized, tax-efficient portfolio, supported with on-going, high-quality advice given in a straightforward, plain speaking and empathetic manner. As an outcome-oriented firm, CC&L Private Capital works closely with clients to ensure their investment plans have the flexibility to anticipate and meet changing market conditions and personal situations.
We believe multi-asset diversification, incorporating traditional and alternative asset classes, is the cornerstone of our effective investment process. Uniquely, we are able to bring together Connor, Clark & Lunn Financial Group Ltd.’s independent investment management teams. Each team manages a distinct asset class and adheres to its own focused investment process, ensuring consistency over time and diversification by region, style and sector. This allows us to implement portfolio strategies using a flexible yet disciplined approach to asset allocation, helping clients achieve their desired outcomes with minimal amount of risk.
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 preserve and build their wealth.
CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $71 billion in assets at December 31, 2018.
CC&L Private Capital has offices across Canada. We welcome your inquiries about our services and would be pleased to discuss how we can assist 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