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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

Guardian Capital Endowment Services Brochure

Let us show you how we can help you build your legacy
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Guardian Endowment Services offer specialized investment strategies,
including ESG offerings, to support the aims of your Investment Policy Statement.
Click here for information on the solutions and mandates available.

Amplify

Guardian Endowment Services Magazine
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Amplify Your Reach

We aim to amplify your charity’s goals by sharing our capabilities, industry leaders’ thought leadership, and experience. Amplify magazine will emphasize a wide range of topics, such as the regulatory environment, legal issues, industry trends, investment management, donor relations, and disbursement management. Together we hope to work with you to make decision-making more informed, and your charity’s impact, greater.

Previous Edition

Our Endowment Services Team are located across the country and have a breadth of knowledge and global experience that we use to build relationships centred exclusively on our clients’ needs. We invite you to contact our team through the links below.

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

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