Archives: Private Wealth Management

Private Wealth Management

Wealth management strategies built just for you

Your financial goals are uniquely your own, so Guardian will design a wealth management strategy that’s just for you. Your strategy will emphasize the things that matter most in your personal situation; whether it’s growing your wealth, drawing steady income, preserving your capital, minimizing taxes, or some combination of these factors. One thing you can be assured of is having an exceptional team of people working hard to earn and keep your trust as we pursue your vision of the future together.

Here are some of the important steps that you and your dedicated Guardian Portfolio Manager will follow to design and implement your wealth management strategy:

Trade Matching Statement

Guardian is committed to protecting the privacy and confidentiality of our client’s personal information. For more information please refer to the Guardian Capital Advisors LP Privacy Policy

For prospective, new or existing U.S. clients of Guardian Capital Advisors LP, please find attached Form CRS for your review and reference 

Guardian Capital Advisors LP manages accounts for high net worth individuals on a discretionary basis. The firm is a wholly-owned subsidiary of Guardian Capital Group Limited, a publicly traded firm listed on the Toronto Stock Exchange.