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Our Story

Putting our clients first

As one of the largest, independent and privately held discretionary investment counsellors in Canada, CC&L Private Capital helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent, with a model of employee ownership based on contribution that aligns our interests with those of our clients.

A history of stewarding wealth

We founded the firm over twenty years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. The assets we manage for clients have since grown to more than $10 billion, as more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth.

 
Woman discussing investment plans

Boutique service experience

As a client, you can expect a highly personalized, boutique service experience led by a dedicated investment professional. Even as the firm expands, we never forget that your success is the foundation of our success—we will always retain our original entrepreneurial culture and put our clients first.

Innovative investment platform

Our investment platform has evolved to incorporate new and innovative asset classes. Our tailored, multi-asset class portfolios are constructed from a diverse range of traditional investments and directly owned, alternative assets. Teams that are part of CC&L Financial Group manage all investments.   

Clients' needs drive innovation

 

Improved
client
relationship
system

$1bn
milestone

$5bn
milestone

Signatory of UN
Principles of
Responsible
Investment

Enhanced
client joining
experience

$10bn
milestone

1997
1999
2001
2003
2005
2007
2009
2011
2013
2015
2017
2019

Improved
client
relationship
system

$1bn
milestone

$5bn
milestone

Signatory of UN
Principles of
Responsible
Investment

Enhanced
client joining
experience

$10bn
milestone

1997
1999
2001
2003
2005
2007
2009
2011
2013
2015
2017
2019

Improved
client
relationship
system

$1bn
milestone

$5bn
milestone

Signatory of UN
Principles of
Responsible
Investment

Enhanced
client
joining
experience

$10bn
milestone

1997
1999
2001
2003
2005
2007
2009
2011
2013
2015
2017
2019
 

MANAGING YOUR MONEY

We have a time-tested process for constructing an investment portfolio designed to achieve your financial goals.

Read more about how our process can help you 

INSIGHTS

Our thoughtful, informative and incisive articles about investing to achieve your long-term financial goals, the characteristics of different asset classes, portfolio construction and more.

See all our articles here