Guardian Capital Group

www.guardiancapital.com

Guardian Capital Group Limited (Guardian) is a multi-dimensional financial services firm. Founded in 1962, our business covers Asset Management and Wealth Management with offices and clients located around the globe. Our core commitment is to deliver exemplary client satisfaction and quality results that meet our clients’ objectives, while staying true to our entrepreneurial roots. Through our institutional investment management division, Guardian Capital LP—working in tandem with our London-based subsidiary, GuardCap Asset Management Limited and US-based Alta Asset Management LLC and Agincourt Capital Management LLC—our clients include pension plans, insurers, foundations, endowments, family offices and mutual funds. Our solutions include real estate and SRI strategies through Guardian Capital Real Estate Inc. and Guardian Ethical Management Inc. Guardian’s wealth management covers private wealth and financial advisory services under the auspices of Guardian Capital Advisors LP (HNW clients); IDC Worldsource Insurance Network Inc. (MGA); Worldsource Financial Management Inc. (MFDA dealer); Worldsource Securities Inc. (IIROC investment dealer). Alexandria Bancorp Limited (fully licensed Schedule B bank in the Cayman Islands). Social Media Legal Information and Disclaimer: Please read Guardian Capital’s full Social Media Legal Disclaimer and Commenting Guidelines (www.guardiancapital.com/social-media). Before you invest in any Guardian investment fund please read its offering documents and most recent public disclosures available at http://www.guardiancapital.com/investmentsolutions/. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Information on Guardian Capital Group’s financial results, shareholder meetings, annual report, regulatory filings is available at www.guardiancapital.com.

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Guardian Capital Group Limited (Guardian) is a multi-dimensional financial services firm. Founded in 1962, our business covers Asset Management and Wealth Management with offices and clients located around the globe. Our core commitment is to deliver exemplary client satisfaction and quality results that meet our clients’ objectives, while staying true to our entrepreneurial roots. Through our institutional investment management division, Guardian Capital LP—working in tandem with our London-based subsidiary, GuardCap Asset Management Limited and US-based Alta Asset Management LLC and Agincourt Capital Management LLC—our clients include pension plans, insurers, foundations, endowments, family offices and mutual funds. Our solutions include real estate and SRI strategies through Guardian Capital Real Estate Inc. and Guardian Ethical Management Inc. Guardian’s wealth management covers private wealth and financial advisory services under the auspices of Guardian Capital Advisors LP (HNW clients); IDC Worldsource Insurance Network Inc. (MGA); Worldsource Financial Management Inc. (MFDA dealer); Worldsource Securities Inc. (IIROC investment dealer). Alexandria Bancorp Limited (fully licensed Schedule B bank in the Cayman Islands). Social Media Legal Information and Disclaimer: Please read Guardian Capital’s full Social Media Legal Disclaimer and Commenting Guidelines (www.guardiancapital.com/social-media). Before you invest in any Guardian investment fund please read its offering documents and most recent public disclosures available at http://www.guardiancapital.com/investmentsolutions/. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Information on Guardian Capital Group’s financial results, shareholder meetings, annual report, regulatory filings is available at www.guardiancapital.com.

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Country

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City (Headquarters)

Toronto

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Founded

1962

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Estimated Revenue

$10,000,000 to $50,000,000

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Potential Decision Makers

  • Vice - President Private Client Service

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President - Institutional Investment Services

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice - President Strategic Planning and Development and Managing Director Private Wealth

    Email ****** @****.com
    Phone (***) ****-****

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