Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Joana Santos is currently the Manager of Compliance at Connor, Clark & Lunn Private Capital Ltd. (CC&L), where Joana also serves as a Private Client Services Associate. With a background in Environmental Studies and experience in customer service, Joana is dedicated to providing top-notch client service and managing client relationships effectively. Joana's expertise in environmental management adds value to their compliance and client service roles.
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.