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A UNIQUE COMPOSITION

CC&L Private Capital Ltd. is one of Canada’s largest, employee-owned investment managers. For over 25 years, individuals, families, not-for-profits and charitable foundations have trusted us to steward their wealth. Because financial success looks different for everyone, we compose a unique financial plan for each client. Then, through sage advice, innovative investment offerings and exemplary service, we steward their wealth, helping them to achieve their personal objectives.

A WEALTH OF THINKING:

Jeff guise

WEALTH ADVISORS READY TO HELP YOU

"As a client, you can expect to receive a highly personalized, boutique service experience and discretionary portfolio management. Our guiding principles are based on the belief that clients come first. My team of dedicated Wealth Advisors and I live this every day - we never forget that your success is the foundation of our success."

Jeff Guise, Managing Director
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