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The secret to success in wealth management

November 05, 2025 - Clients come to us for different reasons: some for our breadth of investment solutions, others because they were referred by a friend or a family member. Some choose Connor, Clark & Lunn Private Capital Ltd. because they want an independent firm managing their wealth.

The art of intergenerational wealth management

October 30, 2025 - When it comes to creating and preserving family wealth, making sure family members are aligned to the principles and goals of a wealth management plan is as essential as choosing where to invest to ensure success.

Strategic philanthropy planning: an enduring impact

September 18, 2025 - While many people are very generous with “cheque book philanthropy”—donating at community events, attending a gala, or participating in a ride, race or run—very few families think strategically about charitable giving.

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