Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Andrew Henry is a seasoned investment professional currently serving as Vice President of Investment Strategy at Connor, Clark & Lunn Private Capital Ltd. since May 2012. In this role, Andrew is a key member of the Asset Allocation Team, providing strategic asset allocation advice and analysis in collaboration with Relationship Managers and clients, while also representing the firm's equity, bond, and alternative investment teams. Prior experience includes roles as Associate Investment Counsellor at T.E. Wealth and Senior Investment Planning Analyst at Bernstein Private Wealth Management, where Andrew managed a significant client base and partnered with financial advisors on investment recommendations. Andrew holds a Bachelor's degree in Business Administration with a focus on Finance from the Questrom School of Business at Boston University.
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Connor, Clark & Lunn Private Capital Ltd. (CC&L)
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets. We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth. Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.