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.

Investment Management

Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Jeff Guise

Kimberly Rosario

Joana Santos

Cim® Sean Thompson

Andrew Henry

Catherine Dorazio

Brendan Livingstone

Ramy Dimitry

Nicole Kachmarski

Anna Kriegizas

Michael Peacock

Felix H.

Ina L.

Adrian Tate

The Investment and Client Management team at Connor, Clark & Lunn Private Capital Ltd. focuses on delivering tailored investment solutions and exceptional service to private clients. This team collaborates with clients to understand their unique financial objectives, constructs personalized, tax-efficient portfolios, and ensures a seamless client experience through diligent administration and support. With a deep commitment to aligning client interests with investment strategies, they aim to build long-lasting relationships and foster client success in wealth stewardship.

Investment and Client Management

Client Services and Support

Leadership Team

Investment Strategy and Analysis

Investment and Client Management

About

Team members

Other teams at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Client Services and Support

Leadership Team

Investment Strategy and Analysis