Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Laura Berardi is a Senior Client Services Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L), where professional experience includes providing exemplary client service and supporting a Wealth Advisor in connecting affluent clients and non-profit organizations to discretionary wealth management services. With a strong foundation in communication and problem-solving, Laura excels in building client relationships, managing the onboarding process, and addressing client inquiries with market and product knowledge. Previous experience includes internships at CC&L in 2018 and 2019. Educational qualifications consist of a Bachelor of Science degree in Medical Sciences and Mathematics from Western University and an Ontario Secondary School Diploma from Loretto Abbey Catholic Secondary School.
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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.