Home | Wealth management | CC&L Private Capital

Putting clients first

We are one of Canada's largest independent and privately held discretionary investment managers, with over 25 years of experience.

Clients trust us to use our innovative investment platform to help them achieve their unique financial goals, while providing exemplary service.

Partnering with advisors

Defend, consolidate and grow your practice

Helping Individuals

Stewarding your family wealth

WORKING WITH NOT FOR PROFITS

Bringing broad experience to your decision making

WORKING WITH NOT FOR PROFITS

Bringing broad experience to your decision making

Insight

Invested in your wealth

We are convinced that clients gain many benefits from the alignment of our interests with theirs, which independence affords.

Insight

CC&L Private Capital’s fourth-quarter financial market report and outlook

Markets finished the year very strong, bringing an end to a year which was anything but expected.

Understanding my entrepreneurial mindset

We helped Paul by being as progressive with investments as he’d been with his career.

Read Paul's story

Client stories

Working with someone for the whole journey

We helped Elaine by earning her trust and establishing a long term relationship.

Read Elaine's story

Client stories

Getting a handle on my financial future

We helped Jasmine by giving her the confidence that she was making the right choices for her financial future.

Read Jasmine's story

Client stories

It was hard to earn so we don’t want to lose it

We helped Karen and Andrew by preserving and protecting their hard-earned wealth.

Read Karen and Andrew's story

Client stories

Making investment decisions on behalf of the foundation

We supported Douglas by bringing our broad experience to his foundation’s decision making.

Read Douglas' story

Advisor story

Helping to grow my practice

We partnered with Carl to assist the growth in his high net worth business with our broad investment platform and service offering.

Read Carl's story

Client stories

Pre-experiencing our future wealth

We helped John and James by helping them understand how much excess capital they might have for philanthropy in retirement.

Read John and James' story

Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.

First name

Last name

Email address

Phone number

Province

How did you hear about us?

Select a choice

First Choice

Second Choice

Third Choice

Highest financial education achieved

CIM

CFA level

CFA charterholder

Your message

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.