Skip to main content

français
français
Scroll Down Arrow

A heritage of creating legacies

As one of Canada’s largest independent and privately held investment managers, we have a proud heritage of building legacies. For over forty years1, we have grown through one client success story inspiring another, having been trusted by more and more high-net-worth families, foundations, and Indigenous communities to steward their wealth.

1 Includes Connor, Clark & Lunn Financial Group and its affiliates.


Video

Investing for the future

Our clients expect us to find compelling investment opportunities that can deliver returns to meet desired long-term outcomes. Chief Investment Officer Jeff Guise explains more about the evolution of our investment platform in this short video. Please click on the image below to watch.

Q4 2023 Insights post

Insight

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

Equity markets extended their strong run from the April lows, driven by expectations for interest rate cuts and increased government spending.

READ MORE


Client stories

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

Thank you for your message. Someone from our team will be in touch. Loading animation
Your Details

Get in touch



Please tell us what service(s) you’re interested in discussing with us: (choose all that apply)

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

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. We collect your city/town to better understand your location and provide relevant services. Your information will be used solely for responding to your inquiry and will not be shared without your consent.