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As one of Canada's largest independent and privately held discretionary investment managers, CC&L Private Capital partners with financial advisors, helping to defend high net worth clients from competitors, consolidate clients’ outside assets and grow high net worth business.

We will provide clients with specialized investment management solutions spanning traditional and alternative asset classes, incorporating short- and long-term asset allocation strategies. This will enable you to introduce clients to a pension-grade investment platform combined with highly personalized service to complement the value your practice provides.

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Meeting and reporting

Clients will receive clear and concise quarterly statements, so you can track progress towards their financial goals. Client meetings—face to face or over the phone—are required to help us communicate market insights and our resulting portfolio strategy. This builds client comfort and understanding and is an important part of the value we provide.

24/7 access to portfolio data

Our secure website allows round-the-clock access to information about clients’ portfolios. You can view up-to-date balances, transactions, reports and tax information— giving you oversight on behalf of clients and inputs into the work you do directly.


Advisor story

Helping to grow my practice

Carl wanted to work with an investment manager that would help assist the growth of his high net worth business. We partnered with him and provided access to a broad investment platform that included alternative investment portfolios that invest directly in the underlying assets.

Read Carl's story

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