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:


Discovery

A detailed discussion of your current situation, future goals, risk tolerance and return expectations are the starting point for everything.

Asset Mix

We will develop a recommended mix of assets—stocks, bonds, cash and alternatives—that is aligned with your personal objectives.

Investment Policy

Your recommended investment strategy will be presented to you in a documented Investment Policy

Execution

We will execute your investment strategy—assessing economic trends, global opportunities and individual security characteristics to pursue above-average results.

Reporting

You will receive detailed quarterly reports on the performance of your strategy. As your goals evolve over time, your Portfolio Manager will work with you to revise your Investment Policy.

Funds

The Guardian Capital Funds are one of the vehicles your Portfolio Manager may recommend to implement your investment strategy. These funds embody our best thinking and most careful analysis of the risks and opportunities available across the world’s stock and bond markets.

 


Meet Our Team

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

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


    • Vancouver Office
    •  
    • Marine Building
    • 355 Burrard Street · Suite 1610
    • Vancouver, BC
    • V6C 2G8
    •  
    • vancouver@guardiancapital.com
    • 604·632·9596
    • 1·877·277·9596
    • Calgary Office
    •  
    • Bentall Kennedy Building
    • 1030 - 640 5th Avenue S.W.
    • Calgary, AB
    • T2P 3G4
    •  
    • calgary@guardiancapital.com
    • 403·296·3838
    • 1·866·296·3838
    • Toronto Office
    •  
    • Commerce Court West
    • 199 Bay Street · Suite 3100
    • PO Box 201 · Toronto, Ont
    • M5L 1E8
    •  
    • toronto@guardiancapital.com
    • 416·947·3747
    • 1·800·253·9181