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Creating the conditions for success

August 11, 2019

Couple enjoying bike ride with a feeling of independence

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.

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

Creating conditions for success graph

 

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Catherine Dorazio
Managing Director
Business Development


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