A detailed discussion of your current situation, future goals, risk tolerance and return expectations are the starting point for everything.
We will develop a recommended mix of assets—stocks, bonds, cash and alternatives—that is aligned with your personal objectives.
Your recommended investment strategy will be presented to you in a documented Investment Policy
We will execute your investment strategy—assessing economic trends, global opportunities and individual security characteristics to pursue above-average results.
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.
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.
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.