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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


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