RIA: Certified 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.
Services Offered in RI
- Succession planning
- Charitable giving
- Small business planning
- Other
- Will & Estate planning
- Taxation planning
- Investment management
Minimum Account Size
$1,000,000+
Investor Type Dealt With
Individual
Institutional
Type of License
Other
Provinces Licensed In
- British Columbia