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

Ellen Chui Cfa, Cim

Lorraine Chen

Derek Farmer

Mark Austin

Connie Buechler

Shayna Kahn

Diana B.

Patrick Robitaille

John Ricketts

Ryan Koershuis

Steve Affleck

Carl Jacobsohn

Michael Walsh

Brent Wilkins

Lindsay Holtz

Matthew Mak

Andrew Lefevre

Eric Hasenauer

Carlos Stelin

Suzanne James

Lesley Gunn

Michael Guichon

The Trade Support Team at CC&L Financial Group is responsible for ensuring the efficient processing, settlement, and reconciliation of all equity, derivatives, fixed income, and FX trades. This team provides critical support to the trading desk, handles trade discrepancies, and ensures regulatory compliance, thereby contributing to the seamless execution of asset management services for clients.

Trade Support Team

Investment Analysts

Technology

Portfolio Management and Operations Team

Trade Support Team

About

Team members

Other teams at CC&L

Investment Analysts

Technology

Portfolio Management and Operations Team