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 Strategy and Analysis team at Connor, Clark & Lunn Private Capital Ltd. is responsible for developing and optimizing investment strategies that align with clients' financial goals. This team conducts in-depth market analysis, assesses asset allocation, and manages trading activities to ensure tax-efficient, personalized portfolios. By leveraging their expertise in traditional and alternative investments, they provide data-driven insights that inform Wealth Advisors and enhance client outcomes.

Investment Strategy and Analysis

Client Services and Support

Leadership Team

Investment Strategy and Analysis

About

Team members

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

Client Services and Support

Leadership Team