Endowment Services

Guardian Endowment Services Building Legacies Together

Anthony Messina

“We follow a simple maxim in how we work – we sit on the same side of the table as our clients. The changing markets, evolving legislation and growing challenges of managing an endowment, foundation or not-for-profit require a partnership approach to enable long-term success.”

Anthony Messina, Managing Director,
Guardian Capital Advisors LP


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Toronto


Anthony Messina, CPA, CA, CFA

Managing Director

Thierry Di Nallo, CFA

Vice President and Portfolio Manager

Douglas G. Farley, CFA

Senior Vice President and Portfolio Manager

Matthew Baker, CFA, CMT, CIM, DMS

Vice President and Portfolio Manager

Erik Brandt, CFA, CIM

Client Portfolio Manager

Micha Choi, CFA, CFP

Client Portfolio Manager

Calgary


Steven Rowles, CFA

Client Portfolio Manager

Christie Rose, CFA

Vice President and Portfolio Manager

Vancouver


Mark Bodnar, CFA, CIM

Client Portfolio Manager

Michael Barkley, CFA, CIM, FCSI, MBA

Senior Vice President and Portfolio Manager

Trade Matching Statement

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