Skip to main content

WEALTH ADVISORS

Our Wealth Advisors introduce affluent Canadians and their families, as well as foundations and other not-for-profit organizations, to CC&L Private Capital’s discretionary wealth management services. All are dedicated to developing strong trust-based, working relationships and providing the highest level of personalized service.

All

Stephen

Jan 3, 2020, 10:59 AM
First Name : Stephen
Title : Wealth Advisor
Last Name : Roberts
City : Vancouver
Region : British Columbia
Stephen Roberts headshot
Profile Details Link : Stephen Roberts
Alberta

Stephen

Jan 3, 2020, 10:59 AM
First Name : Stephen
Title : Wealth Advisor
Last Name : Roberts
City : Vancouver
Region : British Columbia
Stephen Roberts headshot
Profile Details Link : Stephen Roberts
Atlantic Canada

Catherine Dorazio headshot

Catherine Dorazio
Managing Director, Business Development

 

We work with many clients in Atlantic Canada to help them reach their long-term financial goals, and our Wealth Advisors are happy to travel to meet face to face.

If you would like to find out more about how we can help you, please complete the form and we can begin our conversation.



Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.

 

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

British Columbia

Stephen

Jan 3, 2020, 10:59 AM
First Name : Stephen
Title : Wealth Advisor
Last Name : Roberts
City : Vancouver
Region : British Columbia
Stephen Roberts headshot
Profile Details Link : Stephen Roberts
Ontario

Stephen

Jan 3, 2020, 10:59 AM
First Name : Stephen
Title : Wealth Advisor
Last Name : Roberts
City : Vancouver
Region : British Columbia
Stephen Roberts headshot
Profile Details Link : Stephen Roberts
Manitoba

Catherine Dorazio headshot

Catherine Dorazio
Managing Director, Business Development

 

We work with many clients in Manitoba to help them reach their long-term financial goals, and our Wealth Advisors are happy to travel to meet face to face.

If you would like to find out more about how we can help you, please complete the form and we can begin our conversation.



Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.

 

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Quebec

Stephen

Jan 3, 2020, 10:59 AM
First Name : Stephen
Title : Wealth Advisor
Last Name : Roberts
City : Vancouver
Region : British Columbia
Stephen Roberts headshot
Profile Details Link : Stephen Roberts
Saskatchewan

Stephen

Jan 3, 2020, 10:59 AM
First Name : Stephen
Title : Wealth Advisor
Last Name : Roberts
City : Vancouver
Region : British Columbia
Stephen Roberts headshot
Profile Details Link : Stephen Roberts