Guardian Capital Group has been an active player in the investment community for more than 60 years. In that half-century, we've earned a reputation for building wealth year by year – client by client, one trusted relationship at a time. Let us put our history to work for you.
Norman Short, Ralph Horner and Alan Grieve launch Guardian Management Ltd., which is later renamed Guardian Capital Group Ltd. or "Guardian", planting the seeds for the successor company that is known today as Guardian Capital LP.
Guardian Management completes its IPO and trades on the Toronto Stock Exchange as Gdn. Management Limited, becoming one of the first investment counselling firms in Canada to be publicly traded.
Gdn. Management Limited is renamed as Guardian Capital Group Limited.
John Christodoulou joins the Board of Directors of Guardian Capital Group, planting the seeds for the successor company that is known today as Guardian Capital LP.
Guardian Group of Funds (GGOF) Ltd. is created to provide management, administration and marketing for open-ended mutual funds through independent financial advisors in Canada.
Norman Short retires and John Christodoulou, who had been involved with the company since the mid-1970s and was on the Board of Directors since 1981, is appointed President and Chief Executive Officer of Guardian Capital Group Limited.
Worldsource Financial Services is formed as a mutual fund dealership and in 1996, it merges with Capital Management Group to form the predecessor to Worldsource Financial Management Inc., now one of Canada´s largest independent mutual fund dealers.
Guardian sub-advises the portfolio management of its U.S. and International equity portfolios to external foreign asset managers.
Guardian forms Alexandria Bancorp, a fully-licensed Schedule B bank in Cayman Islands that provides trust and corporate administration, investment management and banking services for international clients.
Guardian Global Bancorp is founded as a provider of customized investment services for high net worth clients and is subsequently renamed Guardian Capital Advisors LP in 1999.
Guardian´s mutual fund business, Guardian Group of Funds Ltd., is sold to the Bank of Montreal.
Guardian brings non-Canadian equity portfolio management capabilities in-house and in 2006, ends its sub-advisory portfolio management relationships with external foreign asset managers.
Guardian´s financial advisory business is expanded to include a securities dealer with the launch of Worldsource Securities Inc. (WSI), whose agency model allows financial advisors to run their own practices under contract with WSI.
To complement our Cayman Islands-based international operations, Alexandria Trust Corporation is created in Barbados to provide trust and corporate administration services.
Worldsource purchases Trowbridge Insurance Networks to form Worldsource Insurance Network (WIN) Inc., which provides insurance-related services to independent insurance agents with its core businesses of life insurance policies and segregated funds.
Guardian Ethical Management (GEM) is established as a joint venture between Guardian and the Ethical Funds Company, bringing together the institutional investment expertise of Guardian and the responsible investment screening process of the Ethical Fund Company to offer sustainable investment products and services to institutional and retail clients.
This merger results in the formation of IDC Worldsource Insurance Network Inc., one of the largest life insurance managing general agencies in Canada.
John Christodoulou passes away and George Mavroudis is appointed President and Chief Executive Officer of Guardian Capital Group, and becomes a member of the Board of Directors.
Guardian Capital Group Limited celebrates its 50th anniversary, since its initial founding on January 18, 1962.
Guardian Capital Group Limited acquires boutique emerging markets equity firm, GuardCap Asset Management Limited, based in London, UK.
Guardian Capital Group Limited completes its acquisition of a 70% majority interest in US-based Alta Capital Management.
Guardian Capital Group Limited completes its acquisition of ModernAdvisor a leading Canadian digital advisor platform.
Guardian Capital LP launches its first suite of ETF products into the Canadian retail channel.
Guardian Capital Group Limited acquires BNY Mellon Wealth Management, Advisory Services, Inc. and launches as newly named Guardian Partners Inc.
Guardian Smart Infrastructure Management (GSIM) is created as a Direct Private Infrastructure Investment Business focused on investing in opportunities and projects to enhance the productivity of new and existing global infrastructure assets.
Guardian Capital Group Limited completes its acquisition of a 60% majority interest in Rae & Lipskie Investment Counsel Inc., a Canadian private wealth manager.
Guardian Capital LP launches GuardPath™ Longevity Solutions, made-in-Canada, first-of-their kind solutions aimed at solving the misalignment between human longevity and portfolio longevity.
Guardian’s life insurance, mutual fund and investment distribution networks sold to Desjardins Group.
