We helped Jasmine by giving her the confidence that she was making the right choices for her financial future. We supported Douglas by bringing our broad experience to his foundation's decision making. We partnered with Carl to assist the growth in his high net worth business with our broad investment platform and service offering.
Services
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.
At CC&L Private Capital, we believe that our success as individuals and as a company depends on the health of the communities in which we live and work. We are committed to Corporate Social Responsibility (CSR), which means that we seek to have a positive impact on society beyond the financial interests of our firm.
Our investment professionals introduce affluent Canadians and their families, as well as foundations and other not-for-profit organizations, to CC&L Private Capital's discretionary wealth management services. All are dedicated to developing strong trust-based, working relationships and providing the highest level of personalized service.
As a client, you benefit from our unique ability to bring together CC&L Financial Group's eleven independent investment management teams, diversified by asset class, region, style, and sector. Each affiliate money manager adheres to its own focused investment process to deliver consistent performance over time.
Our leadership team set the strategic direction of the firm and seek industry leading excellence in three key areas-client sales and experience, investment performance and operational depth. In running one of the largest, independent and privately held discretionary investment counsellors in Canada, the team are cognizant that the firm's success is ultimately measured by our clients' success.
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