Business Details
Trusted Financial Advisory Services in Canada
CC&L Private Capital stands as one of Canada's largest independent and privately held discretionary investment managers, dedicated to helping clients achieve their unique financial goals. With over 25 years of experience, we have cultivated a reputation for excellence by stewarding over $18 billion in client assets through a personalized, boutique service experience. Our independence enables us to align our interests with clients while attracting top talent through an employee ownership model rooted in contribution. Clients benefit from our innovative investment platform, which integrates traditional and alternative asset classes, supported by teams within the broader CC&L Financial Group. We specialize in serving individuals, families, Indigenous communities, not-for-profits, and charitable foundations, combining entrepreneurial culture with institutional-grade expertise.Our tailored, multi-asset class portfolios are designed to defend, consolidate, and grow wealth across generations. As a signatory to the UN Principles of Responsible Investment, we emphasize sustainable practices while maintaining a client-first philosophy. Our time-tested investment process focuses on long-term outcomes, supported by thought leadership in areas like inflation management, wealth forecasting, and retirement planning. We measure success through the enduring relationships we build, exemplified by client stories highlighting trust, confidence, and generational wealth preservation. This commitment to personalized service and innovation continues to drive our growth while maintaining the entrepreneurial spirit that defined our founding.
Services
Wealth Management
Investment Advisory
Portfolio Construction
Asset Allocation
Retirement Planning
Philanthropy Strategies
Risk Management
Tax-Efficient Investing
Highlights and features
- We have over 25 years of experience managing $18 billion in client assets.
- Our innovative investment platform combines traditional and alternative asset classes.
- We maintain a client-first philosophy with personalized boutique service.
- Our employee ownership model aligns interests with client success.
- We serve diverse clients including families, foundations, and Indigenous communities.
Associations and certifications
- UN Principles of Responsible Investment
What people say
Personalized service
Investment expertise
Long-term relationships
Trustworthy advisors
Tailored strategies
Services
Wealth Management
Our wealth management services provide comprehensive strategies for preserving and growing client assets. We create customized plans addressing financial goals, risk tolerance, and time horizons. With expertise in multi-generational wealth transfer and tax-efficient investing, we help clients navigate complex financial landscapes while maintaining alignment with their values and objectives.
Investment Advisory
Our investment advisory services combine institutional-grade research with personalized portfolio construction. We offer access to diverse asset classes including private equity, real estate, and global equities. Our team continuously monitors market trends and adjusts strategies to optimize returns while managing risk through disciplined rebalancing and active risk management techniques.
Retirement Planning
We develop tailored retirement strategies that balance current needs with long-term sustainability. Our approach considers pension integration, tax implications, and lifestyle goals. Through sophisticated forecasting tools and scenario analysis, we help clients understand their financial readiness and implement strategies to maintain their desired standard of living throughout retirement.
Philanthropy Strategies
Our philanthropy services help clients create impactful giving strategies aligned with their values. We provide guidance on charitable vehicle structures, tax-efficient donation methods, and legacy planning. By integrating philanthropy with overall wealth management, we help clients achieve both their charitable objectives and financial optimization.
Portfolio Construction
We design diversified investment portfolios tailored to each client's unique circumstances. Our approach combines strategic asset allocation with tactical adjustments based on market conditions. We utilize both traditional investments and alternative assets to create balanced portfolios that aim to achieve specific financial objectives while managing risk exposure effectively.
People
Jeff Guise
Chief Investment Officer
Jeff Guise leads our investment strategy team with over 20 years of experience in financial markets. He specializes in developing innovative investment solutions and oversees portfolio management across multiple asset classes. His expertise in market analysis and risk management drives our evolving investment platform.
Questions
What types of clients do you work with?
We serve high-net-worth individuals, families, Indigenous communities, not-for-profits, and charitable foundations seeking sophisticated wealth management solutions.
How do you develop investment strategies?
We create customized strategies combining traditional and alternative assets based on your financial goals, risk tolerance, and time horizon using our proprietary investment platform.
What sets your firm apart from competitors?
Our independence, employee ownership model, and focus on aligning our interests with clients differentiate us while maintaining institutional-grade capabilities.
How do you handle risk management?
We employ active risk management through portfolio diversification, continuous monitoring, and strategic rebalancing to help protect client assets across market cycles.
What investment timeframes do you work with?
We develop strategies for both short-term objectives and long-term wealth preservation, typically focusing on multi-year horizons aligned with client financial goals.
How are fees structured?
Our fee structure is transparent and based on assets under management, with details customized to each client's specific service requirements and investment complexity.
