About us

Stewarding your wealth

We are one of Canada’s largest independent and privately held investment managers, and a member of the broader CC&L Financial Group. For over 40 years¹, we have grown through one client success story inspiring another and today we manage over $19² billion in assets.

Capability, creativity, confidence

Our commitment to attract and retain industry-leading talent, together with our persistent pursuit of innovation, has seen us grow our in-house³ teams to over 260 investment specialists, and create a premier platform of traditional and alternative assets that enables us to effectively navigate market cycles.

Premier investment platform

This industry-leading investment offering, exclusively available to clients, includes an increasingly broad and sophisticated selection of investment styles — many typically only available to pension funds and institutional investors. The breadth of these investment solutions enables our expert Wealth Advisors to steward your wealth with confidence. 

Invested in your success

Because our Wealth Advisors, key leaders and senior in-house investment managers are owners of the firm, we think differently about your portfolio. We recognize that your success forms the foundation of our success as a business. And we are invested alongside you, safeguarding your future success, and ours. 

History of innovation

While we are proud of our track record, what matters most is whether we can repeat this performance for clients in the decades to come.  

Our success stems from our commitment to attracting top industry talent and pursuing innovation, a commitment that continues to drive us today, enabling us to better serve our clients. 

¹ Includes Connor, Clark & Lunn Financial Group and its affiliates.

² As of September 30, 2025

³ Refers to Connor, Clark & Lunn Private Capital Ltd and its affiliates within the Connor, Clark & Lunn Financial Group who serve as sub-advisers for various strategies. As of June 30, 2025.