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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 300 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

 

Phillip Allen
Private Loans

 

Robert Beauregard
Global Small Cap

 

Tim Bray
Global Equities

 

Martin Gerber
Canadian Equities and Quant

 

Ratul Kapur
Canadian Equities

 

Kevin Leon
Real Estate

 

Michael Mormille
Emerging Market Credit

 

Ali Al Nasser
Frontier Markets

 

Matt O'Brien
Infrastructure

 

Adam Posman
Canadian Equities

 

Harold Scheer
Fixed Income

 

Blake Steels
Commercial Mortgages

 

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

Andrew Henry
Vice President, Investment Strategy

 

Alec Tory

Alec Tory
Associate Vice President, Tactical Asset Allocation

 

Brendan Livingstone
Vice President, Strategic Asset Allocation

 

Felix Hui
Senior Manager, Asset Mix

 

Anna Barton

Anna Barton
Manager, Investment Planning