This past year was all about winners, and bigger winners. While the new year holds uncertainty around potential inflationary policies, high fiscal spending, and geopolitical risks, the current economic landscape is a sound starting point for investors in 2025. Read more here: https://lnkd.in/g3qVC5ky #WealthManagement #InvestmentMarkets #FinancialMarkets #InvestmentStrategy
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Investment Management
Toronto, Ontario 5,356 followers
A Wealth of Thinking
About us
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.
- Website
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http://www.cclprivatecapital.com
External link for Connor, Clark & Lunn Private Capital Ltd. (CC&L)
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Investment management, Mutual Funds, Private Client, Foundations, Endowments, First Nations, Investment counselling, Wealth Management, Discretionary manager, Asset allocation, High net worth, and Outcome orientated
Locations
Employees at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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Michael Peacock
Associate Vice President, Advisor Experience at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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Uliana Tomiuk, CFA, MBA
Servicing High Net Worth individuals and families, foundations & endowments to preserve and grow capital
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Tanya-Ann Kuriakose, CIM
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Chris Bellefeuille
Updates
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Connor, Clark & Lunn Private Capital Ltd. (CC&L) reposted this
As the holiday season unfolds, we extend our heartfelt wishes for a joyous and peaceful time with loved ones. May the new year bring you fresh opportunities, growth, and success. From all of us at CC&L Private Capital, here's to a festive season and a bright year ahead! #HappyHolidays
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As the holiday season unfolds, we extend our heartfelt wishes for a joyous and peaceful time with loved ones. May the new year bring you fresh opportunities, growth, and success. From all of us at CC&L Private Capital, here's to a festive season and a bright year ahead! #HappyHolidays
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The son of doctors, Robert McLean, Wealth Advisor, Advising Representative, was destined down the medical path when a conversation with a friend guided him towards another career anchored in intimate relationships and problem solving. Read more here: https://lnkd.in/ga-t9cP9 #WealthManagement #WealthAdvisor #FinancialAdvisor #InvestmentAdvisor #FinanceJobs
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We are thrilled to be the title sponsor of the CC&L Private Capital 2025 Canadian Squash Championships to be held at the Toronto Cricket Skating and Curling Club in May. An all-glass Power Court will be erected, to create a unique playing and spectating experience as Canada’s best Junior and Senior athletes compete for glory. The countdown is on. #squashcanada
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Many people give back as year-end approaches. And every dollar helps. But keep in mind a few rules of thumb to help your charities of choice and save yourself some tax. Read more here: https://lnkd.in/gmfUiv-7 #chartiablegiving #donations #wealthmanagement
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Connor, Clark & Lunn Private Capital Ltd. (CC&L) is proud to support Squash Canada as the road to the Olympic Games begins with the Canadian Women’s Open in Toronto, October 27-31. Game on!
The Canadian Squash Open Returns to Brookfield Place in Toronto, October 2024
squash.ca
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After 16 years at CC&L Private Capital, we are excited to announce that Catherine Dorazio is taking her dedication to our firm and wealth of experience to working with clients as a Wealth Advisor, Advising Representative. Her executive leadership and client advisory experience will now directly impact the lives of her clients by working with families, foundations and endowments in the design and management of successful investment strategies and wealth planning. She has a passion for delivering rich client service and aligning her guidance to the values of each client as they benefit from a pension-calibre investment platform and professional money management. #wealthmanagement #wealthadvisor #investments
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Equity markets extended their gains through the third quarter despite a couple of mid-quarter declines. Moderating inflation, resilient economic growth and central bank rate cuts all provided further support for equities. In this quarterly update, we look at what’s driving the markets and how it’s influencing our views tactically and strategically. Read more here: https://lnkd.in/dJqjruBx #wealthmanagement #financialmarkets #investmentstrategy
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We are pleased to announce that Sarwat Shallwani has joined Connor, Clark & Lunn Private Capital Ltd. (CC&L)'s team as a Wealth Advisor, Advising Representative based in Toronto. Read more about her background here: https://lnkd.in/gyHAXxJs #wealthmanagement #team #wealthadvisor
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