Archives: Company Profiles
Holds company profiles and specific data
Trans-Canada Capital
Trans-Canada Capital (TCC) is an innovative asset management firm specializing in non-traditional investment strategies for institutional investors.
Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through sophisticated strategies focusing on alpha generation in a rigorous risk-controlled framework.
With over C$30 billion in assets under management, more than 85 investment professionals based in Montreal and Toronto, and a complete range of innovative solutions, TCC is well positioned to meet the needs of institutional investors seeking consistent returns.
Munro Partners
Munro Partners is a global investment manager with a core focus on growth equities. Established in 2016 by an award winning investment team with a 15 year proven track record of strong returns, the business has over $5 billion in AUM and is owned and controlled by key staff. Via our proprietary investment process, we invest alongside our clients to benefit from some of the key structural changes that occur in our world today. The business is Australian domiciled, with its head office based in Melbourne.
Brian Barsness
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.
Robert McLean
By introducing 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, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.
I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.
CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $110 billion in assets.
Wade Brown
Anthony Tobias
As part of an independent wealth management firm, I guide my clients, helping them to preserve and grow their wealth over multiple generations. I specialize in advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping my clients pass on a legacy to their loved ones.
Through my investment management programs, I create tailored solutions to address my clients’ individual needs. Because I want to protect my clients’ hard-earned assets, I believe in a conservative investment approach focused on capital preservation and finding businesses that are growing their earnings faster than the competition. By implementing a Responsible Investment(RI) approach, I am able to incorporate environmental, social, and governance into investment decisions.
I hold myself to the highest levels of integrity and accountability to ensure that I am doing my absolute best for each and every one of my clients. I feel privileged to work with the families who come to me for wealth planning and I am passionate about making their lifelong dreams come true.
Craig Brenzan
Lisa Marie Kar Yee Djeng
Amber Lundin
Family office offering integrated wealth solutions, our financial planning process is robust, comprehensive, and pragmatic. We believe in crafting a financial roadmap that is sustainable, allowing for life’s twists and turns.