Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Kimberly Rosario is a Compliance Specialist at Connor, Clark & Lunn Private Capital Ltd. since August 2021, previously holding the position of Private Client Services Associate. Prior experience includes roles as Office Administrator at Canaccord Genuity Group Inc., QA/QC & Document Control Administrator at Acero Engineering, and LPS Administrator at Syncrude Canada Ltd. Kimberly's career began at Emirates Shipping Line as a Pricing Officer, and also includes volunteer work as an Employee Engagement Volunteer at dnata. Responsibilities have encompassed analyzing documentation for ISO compliance, conducting process audits, and enhancing employee engagement through recognition and incentives. Kimberly holds a Bachelor of Arts in Economics from Carleton 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.