Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Matheus Clajus, CFA, is a finance professional with significant experience in asset management and trade support. Currently serving as a Senior Associate in Asset Mix at Connor, Clark & Lunn Private Capital Ltd. since January 2022, Matheus monitors and rebalances clients' accounts for optimal asset allocation and tax efficiency. Previously, Matheus held the position of Asset Mix Associate at Connor, Clark & Lunn Financial Group, where responsibilities included trade processing and resolving settlement issues. Prior experience includes roles as a Settlements Administrator and Stock Lending Analyst at Haywood Securities Inc., and as a Securities Administrator at Canadian Western Trust. Matheus holds a Master of Arts (M.A.) in Business and Management from the University of Glasgow, completed in 2016.
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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.