Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Geraldine L. has a BA in Economics from York University and has extensive experience in the financial industry. Geraldine has held various roles such as Client Services Executive, Client Admin Representative, Financial Administrator, and currently works as a Specialist in Transfer Admin at Connor, Clark & Lunn Private Capital Ltd. Geraldine is skilled in processing financial transactions, managing accounts payables and receivables, preparing financial statements, reconciliations, and regulatory reporting. Geraldine is also experienced in training colleagues, coordinating payments functions, and providing high-quality customer service.
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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.