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MONEY MANAGERS

As a client, you benefit from our unique ability to bring together CC&L Financial Group's twelve independent investment management teams, diversified by asset class, region, style, and sector. Each affiliate money manager adheres to its own focused investment process to deliver consistent performance over time.   

CC&L Private Capital’s Chief Investment Officer, Jeff Guise, works closely with the money managers who head up each team, and orchestrates the combination of asset classes to deliver custom portfolios designed to help our clients reach their financial goals.

CC&L Financial Group draws on the expertise of over 250 portfolio managers and analysts, to seek out investment opportunities in public and private financial markets. The quality of these money managers affords them responsibility to manage capital for some of the largest institutional clients in North America, including the Canadian Pension Plan Investment Board and applying the same calibre of money management to CC&L Private Capital’s client portfolios.

 

Jeff Guise headshot

Jeff Guise
Managing Director,
Chief Investment Officer
Connor, Clark & Lunn Private Capital Ltd.

 

Phillip Allen
Private Loans
MidStar Capital Corp.

 

Robert Beauregard
Global Small Cap
Global Alpha Capital Management Ltd.

 

Tim Bray
Global Equities
NS Partners Ltd

 

Martin Gerber
Canadian Equities and Quant
Connor, Clark & Lunn Investment Management Ltd.

 

Ratul Kapur
Canadian Equities
Scheer, Rowlett & Associates Investment Management Ltd.

 

Kevin Leon
Real Estate
Crestpoint Real Estate Investments Ltd.

 

Michael Mormile
Emerging Market Credit
FortWood Capital LP

 

Ali Al Nasser
Frontier Markets
Vergent Asset Management Ltd.

 

Matt O'Brien
Infrastructure
Connor, Clark & Lunn Infrastructure


 

Adam Posman
Canadian Equities
PCJ Investment Counsel Ltd.

 

Harold Scheer
Fixed Income
Baker Gilmore & Associates Inc.

 

Blake Steels
Commercial Mortgages
Crestpoint Real Estate Investments Ltd.

 

Jeff Wigle
Private Equity
Banyan Capital Partners

 

CC&L Private Capital asset allocation team

Our asset allocation team develops the firm’s strategic and tactical asset allocations across traditional and alternative asset classes, delivering to each client’s portfolio the flexibility to address changing financial markets and evolving personal situations. 

 

Jeff Guise headshot

Jeff Guise
Managing Director,
Chief Investment Officer

 

Andrew Henry

Andrew Henry
Vice President, Investment Strategy

 

Brendan Livingstone
Vice President, Strategic Asset Allocation

 

Arthur Yue
Associate Vice President, Portfolio Management

 

Anna Barton

Anna Hughes
Manager, Investment Planning