CC&L Financial Group provides services to institutions, individuals, and financial advisors. One of the largest independently owned asset managers in Canada, CC&L Financial Group focuses on creating the conditions for success for their clients, partners, and employees.

Investment Management

CC&L

Warren Stoddart

Prateek Agarwal

The Investment and Portfolio Management team at CC&L is responsible for developing and overseeing investment strategies that align with client objectives. They ensure portfolio compliance, conduct in-depth analytics, manage investment systems, and oversee institutional and retail portfolio operations. By leveraging their expertise in quantitative equities and operational excellence, the team aims to optimize investment performance and deliver superior outcomes for clients.

Investment and Portfolio Management

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Team members

Other teams at CC&L

Data Analysis and Operations

Technical Development and Support

Leadership Team