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Putting clients first

We are one of Canada's largest independent and privately held discretionary investment managers, with over 25 years of experience.

Clients trust us to use our innovative investment platform to help them achieve their unique financial goals, while providing exemplary service.


Video

Investing for the future

Our clients expect us to find compelling investment opportunities that can deliver returns to meet desired long-term outcomes. Chief Investment Officer Jeff Guise explains more about the evolution of our investment platform in this short video. Please click on the image below to watch.

Q4 2023 Insights post

Insight

CC&L Private Capital’s second-quarter financial market report and outlook

The second quarter of 2025 was tumultuous, starting with a significant equity market correction and ending with stocks reaching new highs.

READ MORE


Client stories

Understanding my entrepreneurial mindset

We helped Paul by being as progressive with investments as he’d been with his career.

Read Paul's story

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