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Your Private Wealth Management Firm

Connor, Clark & Lunn Private Capital is one of the largest, independent and privately held discretionary investment counsellors in Canada. Established in 1997, our assets have grown to more than $12 billion, as more and more Canadian individuals and families have trusted us to steward their wealth.

 

Why choose CC&L Private Capital?

One

We carefully listen to your needs and together construct an investment portfolio designed to achieve your unique financial goals

Two

We provide you with access to our pension-calibre investment platform with new and innovative asset classes

Three

We tailor your multi-asset class portfolio from a diverse range of traditional investments and directly owned, alternative assets

Four

We provide a highly personalized, boutique service experience led by a dedicated Wealth Advisor

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Thoughtful portfolio management

Unique Goals

Tailored multi-asset class portfolios to achieve your unique goals

Alternative Investments

Innovative investment strategies including access to direct ownership of alternative investments

Informed

Clear quarterly reports and 24/7 access to your portfolio through our secure website keeps you informed

Strategic Advice

Ongoing dialogue with your investment professional adapting your portfolio to changes in circumstances alongside long-term strategic advice

Environmental, Social and Governance

We integrate Environmental, Social and Governance (ESG) policies into the heart of our investment approach

Organizational Structure

Our independent organizational structure ensures alignment of interests with clients

Explore in-depth portfolio guides

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Evaluating your investment manager

Learn key attributes you should look for when evaluating potential investment managers to assist in reaching your goals.

Read the Portfolio Guide

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Beyond stocks and bonds

Discover how innovative investment managers can use alternative investment approaches to enhance your portfolio.

Read the Portfolio Guide