July 14, 2023
CC&L Private Capital is 100% employee owned. We value our independence and we take pride in being one of Canada’s largest privately held investment firms. We are convinced that clients gain many benefits from the alignment of our interests with
theirs, which independence affords.
Clients’ success means our success
At CC&L Private Capital, we are proud of our decades of experience managing clients’ wealth. To be successful we have to attract and retain top investment professionals that provide the highest levels of service and stewardship of our clients’
wealth. As an independent firm, we can define our success by what matters to us: enabling employees to meet their personal and professional aspirations by supporting our clients’ long-term financial goals.
We are convinced that clients gain many benefits from the alignment of our interests with theirs, which independence affords.
Focus
Our structure affords a flexibility and nimbleness that allows us to evolve alongside our clients’ needs. The success of our investment management business is our focus because it allows us to deliver results for our clients—it is critically
important to our employee-owners and earns total commitment from our leadership team. We do well, when you do well.
Alignment of interests
Our only incentive is our clients’ success—we are not incentivized by third-party companies to incorporate investments or products we do not believe in.
And we do not change for change’s sake, but evolve in the best interests of our clients’ desired outcomes for their investments. The evolution of our firm’s investment platform is important to our clients who expect us to use our expertise
to review new investment opportunities, reflecting shifts in conventional financial market return expectations.
Creating the conditions for success
Find out more about our wealth of thinking
The following articles explore more aspects of the benefits we can offer clients, including access to private market investments where appropriate, other potential areas of returns that our disciplined investment process has uncovered, and how our time-tested
process for constructing an investment portfolio can help you achieve your financial goals.
What investors need to know about alternative investments
Four areas of investment that are providing opportunities today
Managing your money
Our Wealth Advisors across the country are always ready to answer your questions. Whether you are a valued client or interested in discovering more about how CC&L Private Capital can steward your wealth with confidence, please get in touch.