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NOT FOR PROFITS

At CC&L Private Capital, we understand the needs of foundations, endowments, Indigenous communities, trusts and other institutional investors. We have gained valuable experience from a long history of helping our not-for-profit clients meet their investment and funding objectives. 

Many of our team have gained further insight working with the CC&L Foundation, volunteering in the community and sitting on foundation boards. We bring this knowledge to bear, in review of your organization's goals, funding, governance and gifting strategies.

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Meeting and reporting

We commit to meeting your Committee or Board on your schedule. While we recommend meeting quarterly alongside receiving your detailed quarterly report, we understand that the needs of your organization may benefit from our experience throughout the year.

24/7 access to your portfolio

Sign in to our secure website to have round-the-clock access to your portfolios and to view your up-to-date balances, transactions, reports and tax information.

 
Client story

Making investment decisions on behalf of the foundation

Douglas and his hospital foundation's investment committee wanted a firm that had a practical approach and responsible, well thought-out processes. We supported Douglas by bringing our broad experience working with foundations and other not-for-profit organizations to his committee's decision making.

Read Douglas' story

 

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