These simple words hide the complexity of what you are achieving. Calibrating the balance between focusing on your philanthropic aim of establishing a foundation, and the attainment and sustainability of growth required to achieve it, requires a delicate touch.

The relationship you cultivate with your client portfolio manager is crucial to managing these complementary goals. Guardian Capital Advisors is a deeply experienced manager with talented, accredited professionals who leverage all the internal and external resources at their disposal to build long-term, productive relationships.

PW Foundations Brochure

We have spent years earning our expertise, investing in the best people and developing the investment and strategic resources needed to manage and grow your portfolio. We want to make a difference and help the vision of your charitable foundation take root.

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We invite you to read our publication, A Framework for Growth: Helping foundations invest with impact, to learn more about our capabilities.

 

PW Foundations Brochure

"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 a foundation or non-profit requires a partnership approach to enable long-term success."

Anthony Messina, Head of Private Wealth, Guardian Capital Advisors LP

 

Guardian offers a number of specialized investment mandates and strategies to support the aims of your Investment Policy Statement, the underlying pathway to managing your charitable foundation. Click here for more information on the solutions and mandates available.

 

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

Toronto

Anthony Messina, CA, CPA, CFA
Managing Director, Head of
Private Wealth Management

416-364-8054
amessina@guardiancapital.com

 

Thierry Di Nallo, CFA
Vice President, Portfolio Manager

416-947-4075
tdinallo@guardiancapital.com

 

Grace Cleary-Yu, CFA 俞卓韵
Client Portfolio Manager


416-947-4014
gclearyyu@guardiancapital.com
 

Calgary

Steven Rowles, CFA
Client Portfolio Manager

403-776-4478
srowles@guardiancapital.com

Vancouver

Mark Bodnar, CFA
Client Portfolio Manager

604-632-9596 x6022
mbodnar@guardiancapital.com
 

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 a wholly-owned subsidiary of Guardian Capital Group Limited, a publicly traded firm listed on the Toronto Stock Exchange.


    • Vancouver Office
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    • Vancouver, BC
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    • 604·632·9596
    • 1·877·277·9596
    • Calgary Office
    •  
    • Bentall Kennedy Building
    • 1030 - 640 5th Avenue S.W.
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    • 416·947·3747
    • 1·800·253·9181