Our Story

Putting our clients first

As one of Canada's largest independent and privately held discretionary investment managers, CC&L Private Capital 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'.

A history of stewarding wealth

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. The assets we manage for clients have since grown to more than $14.8 billion, as more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth.

Boutique service experience

As a client, you can expect a highly personalized, boutique service experience led by a dedicated Wealth Advisor. Even as the firm expands, we never forget that your success is the foundation of our success—we will always retain our original entrepreneurial culture and put our clients first.

Innovative investment platform

Our investment platform has evolved to incorporate new and innovative asset classes. Our tailored, multi-asset class portfolios are constructed from a diverse range of traditional investments and directly owned, alternative assets. Teams that are part of CC&L Financial Group manage all investments.

Clients' needs drive innovation

As our firm grows, we never forget that each client’s success is the foundation of our success—we will always retain our original entrepreneurial culture and put clients first.

Canadian Small Cap and Value

Improved Client Relationship System

$1bn Milestone

Real Estate and Infrastructure

Asset Forecasting Analysis

Global Large Cap Integrated

Signatory of UN Principles of Responsible Investment

Private Loans

Enhanced client joining experience

Frontier Markets

$10bn Milestone

25 year anniversary

First Responsible Investing Report

Commercial Mortgages

MANAGING YOUR MONEY

We have a time-tested process for constructing an investment portfolio designed to achieve your financial goals.

INSIGHTS

Our thoughtful, informative and incisive articles about investing to achieve your long-term financial goals, the characteristics of different asset classes, portfolio construction and more.

See all our articles here

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