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MONEY MANAGERS

As a client, you benefit from our unique ability to bring together CC&L Financial Group's ten 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 120 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.

Heads of investment teams (left to right): Robert Beauregard, Tim Bray, Martin Gerber, Kevin Leon, Matt O’Brien, Jeff Guise, Adam Posman, Lloyd E. Rowlett, Harold Scheer, Tanya Taggart, Jeff Wigle

Jeff Guise (middle), Chief Investment Officer, CC&L Private Capital. L to R: Robert Beauregard, Global Small Cap; Tim Bray, Global Equities; Martin Gerber, Canadian Equities and Quant; Kevin Leon, Real Estate; Matt O’Brien, Infrastructure; Adam Posman, Canadian Equities; Lloyd E. Rowlett, Canadian Equities; Harold Scheer, Fixed Income; Tanya Taggart, Private Loans, Jeff Wigle, Private Equity.

 

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
Vice President, Portfolio Strategist

 

Daniel Wong
Vice President, Portfolio Manager

 

Anna Barton
Investment Planning Specialist

 

Alec Tory
Research Analyst